Relationship Manager - Howrah
Skills
About the role
Designation:
Location: India West Bengal Howrah
Organization: Financial Services
Job Description:
Job Purpose: Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level.
Key Result Areas: Key Result Areas Supporting Actions Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute towards regions achievements o Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales o Profiles distributors and caters to their requirements to ensure ongoing business from them o Ensures targeted number of folios are added and achieves targeted amount of new SIPs o Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement o Conducts regular meetings and contact with the distributors o Undertakes empanelment and activation of distributors o Disseminates updates and other product related information in timely manner o Organizes and executes trainings and engagements for partners o Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance o Ensures 100% compliance with internal reporting & audit systems o Provides weekly reports to BM, Regional Heads and Channel Heads o Updates sales portal with requisite information to facilitate information collation and analysis o Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How o Candidate is expected to have general understanding of market knowledge & macroeconomics. o Broad understanding of financial products & investment options o Complete understanding of mutual fund industry and type of products AMC offers o Fundamentals of financial planning o Sound knowledge on investment planning o Basic understanding of regulatory framework o Basic excel
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