Relationship Manager - Gaya

Role Overview

The Relationship Manager is accountable for consistently meeting sales goals, expanding market share by driving new business, and delivering exceptional service standards to channel partners and their clients within the branch.

Key Responsibilities

• Drive continuous sales activities within existing relationships to contribute to regional targets.
• Research and analyze market trends to identify potential clients and initiate direct sales pitches in coordination with channel partners.
• Profile distributors and address their needs to sustain and grow business volume.
• Achieve targeted additions of folios and secure the targeted number of new Systematic Investment Plans (SIPs).
• Engage regularly with distributors through meetings, managing their empanelment and activation processes.
• Communicate timely updates and product-related information to channel partners.
• Organize and conduct training sessions and engagement events for distributors to strengthen relationships.
• Provide prompt and effective service to maximize business from client relationships.
• Ensure full compliance with internal reporting and auditing systems, submitting weekly reports to branch and regional management.
• Update sales portals to support data collection and analysis.
• Coordinate the installation of advertising and publicity materials to enhance brand visibility.

Required Knowledge & Skills

• General awareness of market dynamics and macroeconomic factors.
• Comprehensive understanding of financial products and investment solutions, especially mutual funds and AMC offerings.
• Basic expertise in financial planning and investment strategy.
• Fundamentals of regulatory frameworks governing financial products.
• Proficiency in using basic Excel functions.