People Konnect | Branch Manager- Mutual Funds

2 weeks ago


india People Konnect Full time

Position- Branch Manager- Mutual Fund Company.

Location - Coimbatore


Key Result Areas



Retail Sales Execution

Drives ongoing sales from the defined relationships and contributes towards regions achievements

Obtains and analyzes information from the 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 a targeted number of folios are added and achieves the targeted amount of new SIPs


Distributor Empanelment & Engagement

Conducts regular meetings and contact with the distributors

Undertakes empanelment and activation of distributors

Disseminates updates and other product-related information promptly

Organizes and executes training and engagements for partners


Reporting and compliance

Ensures 100% compliance with internal reporting & audit systems

Provides weekly reports, to 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



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