Relationship manager-retail sales-raebareli

Key Result Areas

• Supporting Actions
• Retail Sales – Both gross sales & net sales & SIP numbers
• Drives ongoing sales from the defined relationships and contribute towards regions achievements
• Obtains and analyses information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
• Profiles distributors and caters to their requirements to ensure ongoing business from them
• Ensures targeted number of folios are added and achieves targeted number of new SIPs.

Distributor Empanelment & Engagement

• Identify IFAs/Banking partners who have the requisite
• Conducts regular meetings and contact with the distributors
• Undertakes empanelment and activation of distributors
• Disseminates updates and other product related information in timely manner
• Organizes and executes trainings and engagements for partners
• To achieve the targeted number of new SIPs
• Focus on the unique offering in this segment to maximize sales.
• To communicate and educate the distributors about its advantages and potential as a tool for wealth creation.
• To ensure that the targeted number of new investors (folios) is added
• Ensuring that maximum existing investors of all IFAs are investing with us.
• To support IFAs in new initiatives to help them increase their client base.

Reporting and compliance

• Ensures 100% compliance with internal reporting & audit systems
• Updates sales portal with requisite information to facilitate information collation and analysis