12/09/2025 Relationship Manager

5 days ago


Kolkata, West Bengal, India Sun Life Full time
Job Description

Job Purpose:

- This role is responsible for managing a set of relationships, acquisition of new relationships, and driving achievement of the sales target expected from the relationships.

Key Result Areas:

Retail Sales Execution:

- Drives ongoing sales from the defined relationships and contributes towards regional achievements.
- Obtains and analyzes information from the market to identify new clients.
- Makes direct pitches to potential clients.
- Liaises with channel partners to increase sales.
- Profiles distributors and caters to their requirements to ensure ongoing business from them.

Distributor Empanelment & Engagement:

- Conducts regular meetings and contact with distributors.
- Undertakes empanelment and activation of distributors.
- Disseminates updates and other product-related information in a timely manner.

Reporting and Compliance:

- Ensures 100% compliance with internal reporting & audit systems.
- Provides weekly reports to Regional Heads and Channel Heads.
- Updates the sales portal with requisite information to facilitate information collation and analysis.

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