Relationship Manager - Retail Sales (Banking)

Position Overview

The role focuses on driving retail sales growth through managing relationships within defined markets. Achieving sales targets while increasing the branch's share in the industry is critical, alongside cultivating ongoing business from distributors and clients.

Key Responsibilities

• Consistently generate sales within assigned client relationships contributing to regional goals.
• Gather market data to identify potential clients, conduct direct sales presentations, and coordinate with channel partners to boost sales.
• Profile and understand distributor needs to maintain continual business engagement.
• Meet targets related to new folios acquisition and systematic investment plans (SIPs).
• Maintain regular communications and meetings with distributors to nurture partnerships.
• Handle the empanelment and activation processes for distributors.
• Distribute timely product updates and ensure partners are informed.
• Plan and execute training sessions and engagement activities for distributors.
• Maximize business from client relationships by delivering prompt service.
• Follow all internal reporting, audit, and compliance protocols accurately.
• Submit weekly performance reports to branch manager, regional heads, and channel heads.
• Keep the sales portal updated with all necessary data for tracking and analysis.
• Coordinate installation of promotional materials to enhance brand visibility.

Required Knowledge and Skills

• Broad market understanding including macroeconomic factors.
• General knowledge of financial products and investment alternatives.
• In-depth awareness of the mutual fund sector and available asset management products.
• Foundational knowledge of financial planning and investment strategies.
• Awareness of applicable regulatory frameworks.
• Basic proficiency in Microsoft Excel.

Additional Details

This is a full-time onsite role based in Delhi, requiring an individual capable of managing distributor networks and enhancing retail sales performance within the financial services sector.