Relationship Manager - Retail sales - Lucknow

Job description

**Key Result Areas** Supporting Actions Retail Sales Execution - Drives ongoing sales from the defined relationships and contribute towards regions achievements - Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales - Profiles distributors and caters to their requirements to ensure ongoing business from them - Ensures targeted number of folios are added and achieves targeted amount of new SIPs - Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement - Conducts regular meetings and contact with the distributors - Undertakes empanelment and activation of distributors - Disseminates updates and other product related information in timely manner - Organizes and executes trainings and engagements for partners - Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance - Ensures 100% compliance with internal reporting & audit systems - Provides weekly reports to BM, Regional Heads and Channel Heads - Updates sales portal with requisite information to facilitate information collation and analysis - Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How - Candidate is expected to have general understanding of market knowledge & macroeconomics. - Broad understanding of financial products & investment options - Complete understanding of mutual fund industry and type of products AMC offers - Fundamentals of financial planning - Sound knowledge on investment planning - Basic understanding of regulatory framework - Basic excel