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Relationship Manager-Retail Sales- Mandi
Himachal Pradesh

Full job description

Designation: Assistant Manager

Location: India Himachal Pradesh Mandi

Organization: Financial Services

Job Description:

Key Result Areas


Supporting Actions


Retail Sales – Both gross sales & net sales & SIP numbers


  • Drives ongoing sales from the defined relationships and contribute towards regions achievements
  • Obtains and analyses information from 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 targeted number of folios are added and achieves targeted number of new SIPs.


Distributor Empanelment & Engagement


  • Identify IFAs/Banking partners who have the requisite Conducts regular meetings and contact with the distributors
  • Undertakes empanelment and activation of distributors
  • Disseminates updates and other product related information in timely manner
  • Organizes and executes trainings and engagements for partners


To achieve the targeted number of new SIPs


  • Focus on the unique offering in this segment to maximize sales.
  • To communicate and educate the distributors about its advantages and potential as a tool for wealth creation.


To ensure that the targeted number of new investors (folios) is added


  • Ensuring that maximum existing investors of all IFAs are investing with us.
  • To support IFAs in new initiatives to help them increase their client base.


Reporting and compliance


  • Ensures 100% compliance with internal reporting & audit systems
  • Updates sales portal with requisite information to facilitate information collation and analysis

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