Relationship Manager - Retail Sales

Job Overview

This role focuses on driving retail sales performance by managing and expanding relationships within the assigned region. The candidate will be responsible for both gross and net sales targets as well as the achievement of SIP numbers.

Key Responsibilities

• Drive continuous sales growth from existing client relationships to contribute to regional targets.
• Gather and analyze market data to identify potential new clients, engage in direct pitching, and collaborate with channel partners to boost sales.
• Profile and understand distributor needs to maintain steady business from them.
• Achieve targets related to adding new investor folios and increasing new Systematic Investment Plans (SIPs).
• Identify, engage, and activate appropriate IFAs and banking partners through regular communication and meetings.
• Conduct thorough empanelment processes and ensure timely dissemination of product updates and information.
• Organize and conduct training sessions and engagement activities for distribution partners.
• Focus on the unique offerings in the segment to maximize sales and educate distributors on their benefits as tools for wealth creation.
• Support IFAs in initiatives aimed at expanding their client base and encourage existing investors to invest further.
• Ensure complete adherence to compliance and internal audit protocols.
• Maintain accurate and updated sales data in reporting systems to support analysis.

Requirements

The description did not specify explicit required qualifications or experience.

Other Information

No additional compensation or benefits data provided. The role is full-time and requires on-site presence in Rajasthan, India.