Relationship Manager - Malda

PeopleStrong; India; On-site; INR 500,000 - 800,000; Full time

Job summary

PeopleStrong is seeking a dynamic sales professional to drive retail sales execution, increase market share, and maintain high service standards with channel partners at the branch level.

You will analyze market information to identify new clients, pitch directly, profile distributors, ensure empanelment and activation, and support brand visibility with timely product updates and training.

Knowledge of mutual funds and investment planning, plus basic regulatory understanding, is required.

Qualifications

• General understanding of market knowledge and macroeconomics.
• Broad understanding of financial products and investment options.
• Complete understanding of mutual fund industry and AMC products.
• Fundamentals of financial planning.
• Sound knowledge on investment planning.
• Basic understanding of regulatory framework.
• Basic Excel

Responsibilities

• Drives ongoing sales from 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.
• 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.
• 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.
• 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

Skills

Market knowledge

Macro economics

Investment products

Mutual funds

Financial planning

Tools

Excel

Job description

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.

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