Relationship Manager

Position: Relationship Manager - Pune

Experience :1-3 years

Department :Sales

Reporting to: National Head- Sales

CTC Range :As per industry standards

• Minimum Qualification: Graduate.
• NISM VA Certification is a must.

Minimum 1 year experience of Mutual Fund sales through IFAs/ NDs/ Banks is required.

Job role:

• Develop and implement strategy to achieve planned growth objectives for the IFA channel.
• Acquisition of New IFAs in the system for B2B sales, which needs to be a continuous and ongoing process.
• Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM.
• Develop, execute, and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities, and risk appetite.
• Ensuring that there is consistent mobilization achieved for all the schemes of the company.
• Assume full accountabilities for all aspects of sales in their respective channel.
• Help in establishing and communicating a strong and vibrant brand.
• Ensuring increase in Market share in the IFA channel business.
• The primary responsibility of an RM is selling products at the location assigned and; exploring new areas in and around the identified location.
• Focus on building relationships and strong stakeholder connect for generating sales.
• Responsible for achieving Sales Targets, Sales patterns in the market.
• Market & industry analysis, Generating & increasing sales.
• Prospecting of customers through new client acquisition, networking, and business references in an open market.
• To penetrate all targeted key accounts and originate upselling opportunities.
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan
• Plan and carry out effective distributor engagement activities & training programs on a periodic basis.

Skillset Required:

• Quick thinking and problem-solving skills
• Able to work independently and as a team player
• Excellent verbal communication skills and active listening skills
• Account Management skills, Excellent Presentation Skills
• Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.
• Thorough understanding of regulatory framework and Taxation Laws
• Positive and enthusiastic attitude
• Customer focus and result oriented approach.