Job Purpose
To serve as a single point of contact to the Institutional Sales Team for any service related issues. To function as a link between the team and inter department personnel (i.e customer service, operations etc). Actively engage in channel partners especially with Wealth Counters and help the team to focus on their major role and also enhance investor relationship.
Job Context & Major Challenges
Job Context/Job Challenges:
Key Challenges for the role are as follows:
1. Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.
Unavailability of relevant information on time.
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Providing necessary information/ reports to Channel Partner and TeamTimely meeting Team and Channel Partner requirements.




Occasionally Visiting Key Service RM of Private Banks and Wealth Counter
Actively interacting with the Internal Team, distributors, RO, HO and CAMSKRA2Maintaining a proper correlation between Team and Distributors.Build internal channel, distributors. Provide structured feedback for recent products & service ideas. Performance Updates, Analysis, mailing and dispatches, database maintenance.
Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch ManagersKRA3Preparing reports for the business developmentEnsure to submit reports on time and accurately. Thus helping the team understand the performance at individual levelKRA4To act according to compliance & regulator procedures.Adhere to the compliance & regulator procedures always.

📌 Sales Support, Institutional Sales, Chennai
🏢 Financial services
📍 Chennai