Senior Relationship Manager - MFD

• Job Purpose:
  
  

This role is responsible for managing a set of relationships, acquisition of new relationships and driving achievement of the sales target expected from the relationships.

• Job Context & Major Challenges: (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone)
  
  

Key Challenges For The Role Are As Follows

• Creating ‘top-of-mind’ recall for BSLAMC schemes from extensive bouquet of products available with distributor base
• Constant updation of market information about distributors and knowledge of trends and information in very dynamic market conditions
• Ensuring that all service related issues of investors are sorted out within a quick turnaround time
• Principal Accountabilities
  
  

Accountability

Supporting Actions

Retail Sales Execution

• Drives ongoing sales from the defined relationships and contribute towards regions achievements
• Obtains and analyzes 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 amount of new SIPs
  
  

Distributor Empanelment & Engagement

• 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
  
  

Reporting and compliance

• Ensures 100% compliance with internal reporting & audit systems
• Provides weekly reports, to Regional Heads and Channel Heads
• Updates sales portal with requisite information to facilitate information collation and analysis
• Undertakes installation of advertising and publicity materials for brand visibility
• Relationships:
  
  

Relationship Type Frequency Nature

Internal

• Channel Head
  
  

Daily

Strategy, Discussions related to Daily Sales Numbers/MIS

Escalation of service issues or any other pending issues

• Branch Manager
  
  

Need based

Sales and service support required at branch level

• Operations and Customer Service
  
  

Daily

Efficient and timely application processing, high quality after sales services, and MIS for tracking the business

External

• Channel partners and clients
  
  

Daily

Discussions related to new and existing products, market updates, pricing and schemes, advise and resolution on service related matters.

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