Key Result Areas
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
- Achieving sales targets and increasing market share of branch vis a vis industry.
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
- Managing and maximizing business from Client Relationships through prompt service.
Reporting and compliance
- Ensures 100% compliance with internal reporting & audit systems
- Provides weekly reports to BM, 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
Knowledge & Know How
- Candidate is expected to have general understanding of market knowledge & macroeconomics.
- Broad understanding of financial products & investment options
- Complete understanding of mutual fund industry and type of products AMC offers
- Fundamentals of financial planning
- Sound knowledge on investment planning
- Basic understanding of regulatory framework
- Basic excel
