Relationship Manager - Retail sales - Lucknow

Job Description

Job Description

Key Result Areas

Supporting Actions

1. Drives ongoing sales from the defined relationships and contribute towards regions achievements
2. Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
3. Profiles distributors and caters to their requirements to ensure ongoing business from them
4. Ensures targeted number of folios are added and achieves targeted amount of new SIPs
5. Achieving sales targets and increasing market share of branch vis a vis industry.

1. Conducts regular meetings and contact with the distributors
2. Undertakes empanelment and activation of distributors
3. Disseminates updates and other product related information in timely manner
4. Organizes and executes trainings and engagements for partners
5. Managing and maximizing business from Client Relationships through prompt service.

1. Ensures 100% compliance with internal reporting & audit systems
2. Provides weekly reports to BM, Regional Heads and Channel Heads
3. Updates sales portal with requisite information to facilitate information collation and analysis
4. Undertakes installation of advertising and publicity materials for brand visibility

1. Candidate is expected to have general understanding of market knowledge & macroeconomics.
2. Broad understanding of financial products & investment options
3. Complete understanding of mutual fund industry and type of products AMC offers
4. Fundamentals of financial planning
5. Sound knowledge on investment planning
6. Basic understanding of regulatory framework
7. Basic excel