Job Purpose
To achieve the sales target and increase market share, to establish solid relationships, service standards and explore untapped potential clients and to acquire recent client base while sustaining business growth consistently.
Job Context & Major Challenges
Job Context/ Job Challenges:

Job Context
Identify new client segment to get business from them to increase gross and net sales.
Has to handle existing clients and increase business output from them by adequate planning and strategy.
Has to have high level of connectivity with large corporate clients and increase service standards, Visibility and goodwill among corporate clients.

Key Challenges for the role are as follows:
Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many recent players have already entered and some more are expected to enter this segment shortly.
Availability of competitive products in time in line with the market expectation is a challenge given the rapid changing business expectations and new entrant.




Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Business Management and achieving the set targetMaximize business through top clients through sound relationship.
Conduct business meetings and across the table presentations to corporate clients.
Identify high-end potential clients to expand the business base.KRA2Build strong Client RelationshipMaintain excellent relationship with existing clients and expansion of key clients
Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
Develop and maintain key corporate clients.KRA3Compliance on all regulatory rulesProvide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
Ensure all SEBI/AMFI rules and regulations are strictly complied.KRA4Maintaining MIS & ReportingUpdate client ownership report every month r

📌 Relationship Manager, Institutional Sales, Bangalore Bengaluru
🏢 Financial services
📍 Bengaluru