Job Purpose
Implement sales strategy to maximize sales from allocated channel relationships, by promoting visibility and ensuring service standards are met.
Job Context & Major Challenges
As RM, the role is to increase visibility and goodwill among channel partners and distributors through regular interaction and prompt service for any issues. The goal is to keep the channels informed on company products and schemes to create awareness among the target clientele (Retail and corporate investors).
Key challenges:
- Managing relationships of different types at the same time (e.g., handling IFAs versus Corporate clients).
- Constantly updating market information about distributors and maintaining knowledge of debt & equity markets in a dynamic environment.
Key Result Areas (KRAs)
- KRA1: Execute sales plans and maximize sales by engaging with clients regularly; obtain and analyze market information, identify new clients, make direct pitches, liaise with channel partners and corporates, and augment relationships to increase sales.
- KRA2: Manage client relationships through prompt service, visibility, and training; meet distributors/IFAs/NDs on a regular basis; disseminate updates and product-related information in a timely manner; provide efficient after‑sales support.
- KRA3: Adhere to sales and reporting standards; ensure compliance with internal reporting and audit systems.