Relationship Manager - Howrah

Birla Carbon; Howrah; On-site; INR 500,000 - 800,000; Full time

Job summary

Birla Carbon is seeking a Relationship Manager in Howrah to drive sales targets and maintain market share. The successful candidate will analyze market information, manage client relationships, and ensure compliance with reporting standards.

Key responsibilities include ongoing sales management, relationship building with distributors, and conducting trainings. Candidates should have a solid understanding of the mutual fund industry and financial products. Excel proficiency is also required.

Qualifications

• General understanding of market knowledge & macroeconomics.
• Sound knowledge on investment planning.
• Complete understanding of mutual fund industry and products.

Responsibilities

• Achieving the Sales Targets and increasing Market Share.
• Developing new market opportunities and maintaining client relationships.
• Providing timely reports to management on sales progress.

Skills

Sales Strategies

Client Relationship Management

Market Analysis

Financial Products Knowledge

Excel Skills

Job description

Relationship Manager – Howrah

Job Purpose: Achieving the Sales Targets, maintaining & increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level.

Key Result Areas:

• Drives ongoing sales from the defined relationships and contributes towards regional 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.
• Achieves sales targets and increases market share of branch vis a vis industry.
• Conducts regular meetings and contacts with 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.
• Manages and maximizes business from Client Relationships through prompt service.
• 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:

• 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 skills.