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Relationship Manager-Retail Sales- FaridabadFinancial Services • Faridabad, Haryana, India
Relationship Manager-Retail Sales- Faridabad

Relationship Manager-Retail Sales- Faridabad

Financial Services • Faridabad, Haryana, India
27 days ago
Job description

Key Result Areas

Supporting Actions

Retail Sales Execution

  • Drives ongoing sales from the defined relationships and contribute towards regions achievements
  • Obtains and analyzes 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 amount of new SIPs
  • Achieving sales targets and increasing market share of branch vis a vis industry.

Distributor Empanelment & Engagement

  • 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
  • Managing and maximizing business from Client Relationships through prompt service.

Reporting and compliance

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

Knowledge & Know How

  • Candidate is expected to have general understanding of market knowledge & macroeconomics.
  • Broad understanding of financial products & investment options
  • Complete understanding of mutual fund industry and type of products AMC offers


  • Fundamentals of financial planning
  • Sound knowledge on investment planning
  • Basic understanding of regulatory framework
  • Basic excel







Required Experience:

Manager


Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 400000 - 600000
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Relationship Manager-Retail Sales- Faridabad • Faridabad, Haryana, India

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