
Relationship Manager
11 hours ago
Role and Responsibilities
- Develop, implement strategy to achieve planned growth objectives for the IFA channel
- Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process
- Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM
- Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite;
- Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
- Assume full accountability for all aspects of sales in their respective channel
- Help in communicating a strong and vibrant brand
- Ensuring increase in Market share in the IFA channel business.
- Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
- Responsible for achieving Sales Targets, Sales patterns in the market.
- Market & industry analysis, Generating & increasing sales.
- Prospecting of customers through New client acquisition, network, data base, References and open market.
- To penetrate all targeted key accounts and originate upselling opportunities
- Ensure adherence to sales processes and requirements.
- Achievement of monthly, quarterly & yearly business plan
Skills & Competencies
- Quick thinking and problem-solving skills
- Able to work independently and as a team player
- Excellent verbal communication skills and active listening skills
- Account Management skills, Excellent Presentation Skills
- Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.
- Thorough understanding of regulatory framework and Taxation Laws
- Positive and enthusiastic attitude
- Customer focus and result oriented approach
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