Sr Relationship Mgr-Retail Sales, Chennai
4 days ago
Job Description:
POSITION: Relationship Manager – Retail Sales
Reports to (Position): Channel Head/Cluster Head/Zonal Head – Retail Sales
Position Purpose: Working with distributors across assigned channels to achieve continuous and sustained
subscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization. Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so targets are met. Maintain call reports and implement the sales process of the organization. Drive profitability and market share for the organization Building positive relationships with channel partners Strengthen working relationships with current channel partners and distributors to entrench the brand and grow sales. Maintain & prioritise regular contact with channel partners to sustain and improve the relationship. Ensure our distributors have a detailed understanding of our funds & products. Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors. Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships. Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business Sales support & market intelligence Coordinate with product and research team to provide support to the channel partners. Provide sales support to existing and new relationships, respond to more complex customer enquiries. Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organization.Knowledge, Skills, Competencies, and Certifications
Excellent interpersonal skills, communication, & presentation skills Well entrenched & networked in the local AMC market Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets. Effective knowledge of MS Word, Excel, and PowerPoint Strong on analytics and problem-solving skills. Aptitude for building positive relationshipsCertifications
NISM Series V - Mutual Funds Distributor Module certified Competencies Excellent Communication – communicates with confidence Collaboration Innovation and Continuous Improvement Client centricityAttributes
A positive, go-getter attitude & acts as a part of a team. Display entrepreneurial drive, passion, and enthusiasm. Focuses on clientsPreferred Industry Experience
Financial Services preferably Mutual Fund sales 5-10 years of experience
Key Skills :
Nds Mutual Fund Retail Sales-
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