Virtual Relationship Manager, Chennai

Aditya Birla Group

Chennai, India

Fresher

Save

Posted 17 hours ago
Be among the first 10 applicants

Early Applicant

Job Description

Job Purpose

To serve as a single point contact to the Retail Sales Team for any service related issues. To function as a link between the team and inter department personnel (i.e customer service, operations etc). Actively engage in channel partners specially with Wealth Counters & IFA's and help the team to focus on their major role and also enhance investor relationship .

Job Context & Major Challenges

Key challenges -
1. Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.

2. Unavailability of relevant information on time.

Key Result Areas

	KRA (Accountabilities) (Max 1325 Characters)	Supporting Actions (Max 1325 Characters)
KRA1	Providing necessary information/ reports to Channel Partner and Team	Timely meeting Team and Channel Partner requirements. Occasionally Visiting Key Service RM of Private Banks and Wealth Counter
KRA2	Maintaining a proper correlation between Team and Distributors. Dispatching mailers, forms, fact sheets, brokerage structure etc.. Keeping the distributors informed about any changes or new developments of the AMC	Build internal channel, distributors. Provide structured feedback for new products & service ideas. Performance Updates, Analysis, mailing and dispatches, database maintenance. Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch Managers
KRA3	Preparing reports for the business development function like RM Wise Weekly Sales Tracker for Region , Sales MIS, Expense Tracker for Region Preparing Reports for the team like Daily performance and Daily Inflow/Outflow	Ensure to submit reports on time and accurately. Thus helping the team understand the performance at individual level
KRA4	To act according to compliance & regulator procedures.	Adhere to the compliance & regulator procedures always.
KRA5	Actively interacting with the Internal Team, distributors, RO, HO and CAMS for issues related to broker mobilization and payments, investments, redemptions, non-receipt of statements, dividends, product information, operational information etc	To have a effective communication with internal and external channel on presale and post sales job