Relationship Manager - Mutual Funds - Banking/IFA

JOB PURPOSE

Providing leadership in banking relationship sales and promote and sell the organization's products and services within an assigned geographic area, product range, or list of customer accounts to achieve significant sales targets.

2. PRINCIPAL ACCOUNTABILITIES

- Managing Team and managing distributor relationships across Banks & Wealth counters with the end result of the continuous and healthy subscription to organization's funds and ensuring adequate mix across all products and meeting set sales targets.

- Developing markets, enhancing market share as well as taking care of distributor learning across funds and various investment products on offer.

- Contributing to the sustained growth in sales through initiatives targeted at the long-term development of distributor relationships and deep markets for the company.

KEY ACCOUNTABILITIES

- Pursue sales leads

- Visit existing and new customers who may be of strategic importance to the organization

- Assess customer needs and suggest appropriate products and services

- Respond to more complex customer enquiries

- Negotiate prices and delivery times within limits of authority, and conclude sales orders to meet revenue targets

- Identify, research, and contact prospective customers and build positive relationships that will generate future sales and repeat business.

- Refer sales leads, customer feedback, and information on competitor activity to appropriate contacts within the organization so that they can respond to changing market conditions and customer demands.

- Develop long-term sales plans for key customers and accounts and monitor and adapt sales activities so that these objectives are met.

- Establish annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met.

- Coach and mentor less experienced sales representatives to achieve their sales targets.