Relationship Manager - Retail Sales

Industry Type : Financial Services

Department : Sales & Business Development

Employment Type : Full Time, Permanent

Role Category : Retail & B2C Sales

Job Purpose :

To execute marketing strategies and drive business development efforts in the allocated territory with a focus on increasing Assets Under Management (AUM) and expanding the investor base for UTI Mutual Fund schemes.

Key Responsibility Areas :

• Business Growth & AUM Expansion :
• Drive an increase in AUM by achieving and surpassing sales targets for funds mobilized.
• Ensure business growth through effective territory management and market penetration.
• Promotion & Product Knowledge :
• Actively promote UTI Mutual Fund schemes and educate clients on mutual fund products and industry trends.
• Provide training and conduct knowledge sessions for agents and advisors.
• Investor Engagement & Support :
• Increase the number of retail investors through targeted marketing and outreach.
• Support and guide distribution channels, including Individual Financial Advisors (IFAs).
• Market Intelligence & Strategy Development :
• Collect and analyze feedback from distributors and investors to improve service and offerings.
• Formulate branch-specific strategies based on regional dynamics and investor behavior.
• Events & Training :
• Organize investor meets, agent meetings, and finance fairs to enhance visibility and investor education.
• Conduct training and knowledge transfer sessions to equip agents with updated market insights and product knowledge.
• Administrative & Operational Responsibilities :
• Ensure timely collection of funds and smooth branch administration.
• Maintain high levels of alertness to market changes and evolving customer demands.

Desired Candidate Profile :

Skills Required

Salesforce, Training, Time Management, Penetration, Finance, Business Management, Mis Generation, Management