Relationship Officer

7 months ago


India Union Asset Management Full time

**Below is a list of the key responsibilities of the Relationship Officer
- PSU Banks.**

**This list is not exhaustive and may be adapted by the company from time to time as and when required.**

**Sales**- Achieve Net AUM in high margin products as per the targets- Achieve the SIP monthly trigger as per the targets- Achievement of Sales targets inclusive of High margin and Low margin products allocated for your market.

**Distribution**- Establish, develop and maintain business by selling all products of the AMC through PSU bank channels including Direct Sales to clients.- Broad base the distribution network- Conduct regular visits to all the PSU Bank distribution branches in your market- Conduct regular trainings for the PSU Bank distributor staff related to AMC products- Plan and carry out effective distributor engagement activities within the market and local area proactively.

**Marketing**- Act as an agent of brand building for the company- Ensure adequate marketing support provided to Distributors at all times- Carry out marketing activities for the Distributor and IFA’s- Inputs to develop sales & marketing support tools required to provide better service to the distributor- Facilitate upward feedback for the product development process



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