Channel Manager, IFA, Hyderabad
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Plan, organise & manage all activities to drive Retail Sales through assigned channel (National Distribution and IFA channels) in the branch to increase AUM, market share, quality and profit potential of assets.
Key challenges :
1. Ensuring top-of-mind recall for our schemes from within extensive bouquet of products available with distributor base
2. Identifying suitable resources from other industries and motivating them to join our industry.
3. Maintaining high rate of activation across all channels
| KRA (Accountabilities) (Max 1325 Characters) | Supporting Actions (Max 1325 Characters) | |
|---|---|---|
| KRA1 | Achieving and exceeding AUM & Market Share targets through targeted sales activities | Driving sales of different products by keeping regular connect with all the distributors at all important levels (senior mgt and branches) Trainings/ presentations of products Events, contests to push sales Conducting distributor engagement programes |
| KRA2 | Managing and maximizing business from Client Relationships through prompt service | Meeting distributors on a regular basis Disseminating updates and other product related information timely Efficient and timely after sales support Database Maintenance & updation to ensure effective communication |
| KRA3 | Undertaking Business Development activities including marketing support to clients/distributors | Provision of publicity material and other literature to distributors on time Designing & implementing various events, contests & promotional activities Coordinating for the product's advertisements in publications and literature produced by the distributors. Ensuring visibility in the branches of distributors through different mediums. |
| KRA4 | Monitoring Compliance to enable high alignment with systems and practises | Ensuring that all statutory regulations related to information sharing, application processing, & publicity are complied with. |
| KRA5 | Planning and overseeing activities aimed at expanding the distributor base to achieve business results | Activation of dormant relationships Empanelment of new distributors and initiating business with them |
| KRA6 | Managing and monitoring team members for better productivity | . Facilitating regular training, guidance and development of team members . Ensuring AMFI Certification of team members . Monitoring performance of RM's on monthly basis and take corrective measures if achievement deviates from the required achievements. |
| KRA7 | Providing relevant reports to management | Furnishing relevant sales reports to Regional & Zonal Head |
Job ID: 152175305
Skills:
CRM Tools, Study abroad referrals, Onboarding of channel partners, B2B admission partnerships, B2b Sales
Skills:
System Development, Root Cause Analysis, Portfolio Analysis, TPA Management, Training, Audit, Understanding of Claims systems process flow, Claims team performance metrics, BCP Risk Review, System UAT, MIS Compliance, In-house TPA processed claims, Claims Analysis, Knowledge of Claims MIS, Performance Measurement, Knowledge of Claims processes
Skills:
Salesforce, Sales Management, Analytical Skills, Sales And Distribution, Distribution Channel Management, Account Management, B2B Business profiles, Strategic Planning, Crm Systems
Skills:
Competitor Analysis, Forecasting, Sales Promotion, Channel Sales, Key Account Management, Customer Satisfaction, Market Analysis, Branding
Skills:
Networking, Channel Sales, Distribution Expansion Metrics, Market Knowledge
