Relationship Manager
4 days ago
Role Description
Job Specification
A. Position Details
Position Title:
Relationship Manager
Assistant Manager / Deputy Manager
Grade:
Retail Sales
Role
RM - Banks
2-5 Yrs of Sales experience
Work Experience
Relationship Management
C. Role Purpose
Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of
Bank branches in retail business
Internal Focus - Branch Service Operations, Channel team
External Focus - Distributors, Investors
D. Key Accountabilities
1. Responsible for Sales from Banks
2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset
allocation of distributors to customize the approach in accordance for focused selling
3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets,
Brouchers), mailers, group meetings with distributor RM/clients of distributors
4. Should be completely updated on the various products and markets situation and scenario
5. Responsible for Distributor Servicing for the assigned distributors
6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc.
7. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive
8. Should be able to close the sales call by working closely with more experienced sales representative in case of need required
9. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market
10.Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall
11.Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on
12.Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location
13.Coordination with the Admin/Finance team for any distributor payout in terms of creation and payment of all debit notes
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