Branch manager- mutual funds

3 days ago


Coimbatore, 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

  • Coimbatore, India People Konnect Full time

    Position- Branch Manager- Mutual Fund Company.Location - CoimbatoreKey Result Areas Retail Sales ExecutionDrives ongoing sales from the defined relationships and contributes towards regions achievementsObtains and analyzes information from the market to identify new clients, makes direct pitches, liaises with channel partners to increase salesProfiles...


  • coimbatore, 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...


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