Relationship Manager - Banking & Retail - AMC

The incumbent shall be responsible to manage mapped Banking &/or wealth counters in the designated area, and drive sales/activation.

- Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF.

- Activate distribution partners (EUINs) and increase productivity in terms of no. of applications and volume.

- Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand.

- Adhere to the defined sales process and reporting requirements.

- Use internal and external data for sharper focus and market intelligence.

- Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.

- Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements.

- Responsibilities may also include the day-to-day management of internal office work/back office and timely MIS.

- Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements.

- Represents the company in the allotted area and will strive to ensure that the company's image is always upheld and projected in the appropriate manner.

- Any other Job as assigned by the management from time to time