Relationship Manager - Retail Sales - BFSI

Generating Business :

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

- Achieve defined sales targets through a consistent sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met.

- Maintain call reports and implement the sales process of the organization.

- Drive profitability & market share from the sourced AUM.

- Building positive relationships with channel partners

- Strengthen working relationships with current channel partners and distributors to entrench the organization's brand and advance sales.

- Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.

- Ensure our distributors have a detailed understanding of our funds & products.

- Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.

- Coordinate and lead distributor events, training initiatives offered to distributors, Fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.

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

Sales support & market intelligence :

- Coordinate with product and research team to provide support to the channel partners.

- Provide sales support to existing and new relationships, respond to more complex customer enquiries.

- Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.