Relationship Manager - Retail Sales

Role Overview

This position focuses on managing and expanding retail client relationships by executing sales strategies and supporting regional targets. The role demands engaging with distributors and clients to maximize sales and market presence.

Key Responsibilities

• Consistently drive sales within assigned accounts and contribute to regional sales goals.
• Gather and evaluate market data to discover potential clients, perform direct sales pitches, and collaborate with channel partners to boost sales.
• Profile distributors to understand and fulfill their needs, fostering ongoing business.
• Achieve targets for the addition of new folios and Systematic Investment Plans (SIPs).
• Expand the branch’s market share relative to the industry through meeting or exceeding sales objectives.
• Maintain regular engagement and conduct meetings with distributors.
• Handle empanelment and activation processes for distributors.
• Timely communicate product updates and relevant information to channel partners.
• Plan and facilitate trainings and engagement activities for partners.
• Ensure prompt client servicing to sustain and maximize business relationships.
• Adhere strictly to internal compliance and reporting standards.
• Submit routine reports to branch managers and regional leadership.
• Maintain accurate and updated entries in the sales portal for data tracking and analysis.
• Deploy advertising and promotional materials to enhance brand awareness.

Required Knowledge and Skills

• Basic understanding of market dynamics and macroeconomic concepts.
• General knowledge of financial products and investments.
• Comprehensive awareness of the mutual funds industry and associated products offered by Asset Management Companies (AMCs).
• Fundamentals of financial planning and investment strategies.
• Basic knowledge of regulatory frameworks governing the industry.
• Proficiency with basic Excel functions.