Relationship Manager - Raigarh

Job Overview

This position is responsible for achieving sales targets and expanding market share by enhancing sales incrementally and developing new markets. The role demands delivering the highest level of service to channel partners and their clients within the branch environment.

Key Responsibilities

• Drive consistent sales from assigned client relationships to meet regional goals.
• Gather and analyze market data to identify prospective clients, initiate direct sales pitches, and collaborate with channel partners to grow sales numbers.
• Evaluate distributor profiles and address their needs to secure continued business collaboration.
• Ensure addition of targeted folio numbers and meet newly introduced Systematic Investment Plans (SIPs) goals.
• Fulfill sales objectives and broaden the branch’s market share relative to industry benchmarks.
• Engage distributors through regular meetings, overseeing their empanelment and activation processes.
• Provide timely updates and product-related information to channel partners, and facilitate training sessions and engagement initiatives for them.
• Manage client relationships effectively by providing prompt and quality service to maximize business value.
• Maintain full compliance with internal reporting and audit protocols.
• Deliver weekly progress reports to Branch Managers, Regional Heads, and Channel Heads.
• Update the sales portal accurately to assist with data collection and performance analysis.
• Install advertising and promotional materials to enhance brand presence in the market.

Knowledge and Expertise

• Possession of a broad understanding of financial products and investment alternatives.
• Comprehensive knowledge of the mutual fund sector and the variety of products that Asset Management Companies (AMCs) offer.
• Fundamentals of financial planning and investment strategy principles.
• Sound grasp of regulatory frameworks governing financial products.
• Basic proficiency in Microsoft Excel and general market and macroeconomic concepts.