Relationship Manager
2 weeks ago
NISM VA is mandatory to have
Below is a list of the key responsibilities of the Relationship Manager - 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.
2. 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
3 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 IFAs
- 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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