Relationship Manager - Retail Sales, Surat
Job Description
Job Description
Job Purpose
Implementing the sales strategy to maximize sales from allocated channel relationships, by promoting visibility and ensuring service standards are met.
Job Context & Major Challenges
Job Context:As RM, the role is to increase visibility and goodwill among channel partners and distributors by regular interaction and ensuring prompt service for any issues. The basic idea is to keep the channels informed on company products and schemes to create awareness among the target clientele (Retail and corporate investors).
Job Challenges:- Managing relationships of different types at the same time, which require very different approaches. (Eg. Handling IFAs is different from handling Corporate clients)
- Constant updation of Market information about distributors and Knowledge of Debt & Equity Market in a very dynamic Market.
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters)
KRA1 Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. 1. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales.
KRA2 Managing Client Relationships through prompt service, visibility and training. - Meeting distributors/IFAs/NDs on a regular basis- Disseminating updates and other product related information in timely manner
- Efficient and timely after sales support
KRA3 Adhering to sales and reporting standards. Adhering to sales and reporting standards.