Relationship Manager - Retail Sales

Dream Solution Indore
Department Icon Business Development / Sales
Posted: 11 months ago
2-6 years
Navi Mumbai
Business Development / Sales
work from office
Full Time
Posted: 11 months ago
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Job Description

  • 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

Skills

Wealth ManagementMutual FundsHNIPortfolio ManagementPMSHNI AcquisitionHNI Client HandlingInvestment ProductsOperationsService Operations

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