Relationship Executive Responsibility

NISM Certificate is Mandatory

Designation: Relationship Executive (Contractual Staff)

This is a contractual position and he/she will be responsible for sales and distribution of Mutual Fund through allocated channel partner . He/She will be required to deliver the sales targets given by the Relationship Manager and thus contribute in achievement of overall targets like new folio generation , IFA and KBPs empanelment , bank branch activization . The quarterly targets would be communicated, and he/she would be responsible for achievement for the same.

Retail Team- Net Sales

-Gross Sales

-SIP

Insti Team Equity

-Debt

-Cash

- Maintaining good relations with clients to further procure and build business
- All designated Sales & Marketing coordination activities
- Achieve targeted new client / new SIP additions.
- Assist in evaluating market trends and gather competitive information.
- Ensure effective, productive and error free Data collation and analysis.




- Consistent Sales reporting to the designated line of reporting
- Build dynamic, effective and error free database which would be consistently reported to the designated line of reporting and in line with the timelines of the designated reporting guidelines.
- Ensure all activities are in line within the framework of statutory guidelines
- Any other assignment in line with overall sales & marketing strategies framed

Evaluation On performance

1. If achieved more than 75 % - Absorption after passing test and Interview
2. 50-74.9% - Extension for 6 months
3. 25-49.9% -Extension for one year
4. Bank Branch Activation - Min 10 SIP and min 5 lacs lumpsum per branch

- 1st Quarter min 25% of banks should be active
- 2nd quarter 40% of Banks mapped should be active
- 3rd quarter 60% of banks mapper should be active
- 4th quarter min 75% of banks mapped should be active

📌 Relationship Executive (North Goa)
🏢 Genius Consultants
📍 North Goa