This role is responsible for managing a set of relationships, acquisition of recent relationships and driving achievement of the sales target expected from the relationships.
Job Context / Major Challenges
Key Challenges for the role are as follows:
- Creating topofmind recall for BSLAMC schemes from extensive bouquet of products available with distributor base
- Constant updation of market information about distributors and knowledge of trends and information in very dynamic market conditions
- Ensuring that all service related issues of investors are sorted out within a quick turnaround time
Principal Accountabilities
Retail Sales Execution
- Drives ongoing sales from the defined relationships and contribute towards regions achievements
- Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
- Profiles distributors and caters to their requirements to ensure ongoing business from them
- Ensures targeted number of folios are added and achieves targeted amount of new SIPs
Distributor Empanelment Engagement
- Conducts regular meetings and contact with the distributors
- Undertakes empanelment and activation of distributors
- Disseminates updates and other product related information in timely manner
- Organizes and executes trainings and engagements for partners
Reporting and compliance
- Ensures 100% compliance with internal reporting audit systems
- Provides weekly reports, to Regional Heads and Channel Heads
- Updates sales portal with requisite information to facilitate information collation and analysis
- Undertakes installation of advertising and publicity materials for brand visibility
Relationships
Internal
- Channel Head - Daily
- Strategy, Discussions related to Daily Sales Numbers/MIS
- Escalation of service issues or any other pending issues
- Branch Manager - Need based
- Sales and service support required at branch level
- Operations and Customer Service - Daily
- Efficient and timely application processing, high quality after sales services, and MIS for tracking the business
External
- Channel partners and clients - Daily
- Discussions related to new and existing products, market updates, pricing and schemes, advise and resolution on service related matters
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