Job Description

POSITION: Relationship Manager - Retail Sales
Reports to (Position): Channel Head/Cluster Head/Zonal Head - Retail Sales
Position Purpose: Working with distributors across assigned channels to achieve continuous and sustained
subscription to organization's funds. Ensuring adequate mix of product sales to achieve set sales targets.
Principal Accountabilities:
Generating Business

• Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.
• Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so targets are met.
• Maintain call reports and implement the sales process of the organization.
• Drive profitability and market share for the organization
• Building positive relationships with channel partners
• Strengthen working relationships with current channel partners and distributors to entrench the brand and grow sales.
• Maintain & prioritise regular contact with channel partners to sustain and improve the relationship.
• Ensure our distributors have a detailed understanding of our funds & products.
• Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors.
• Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships.
• Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business Sales support & market intelligence
• Coordinate with product and research team to provide support to the channel partners.
• Provide sales support to existing and new relationships, respond to more complex customer enquiries.
• Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organization.

Knowledge, Skills, Competencies, and Certifications

• Excellent interpersonal skills, communication, & presentation skills
• Well entrenched & networked in the local AMC market
• Strong grasp of investment concepts and products in the asset management industry including a very good understanding of equity & fixed income markets.
• Effective knowledge of MS Word, Excel, and PowerPoint
• Strong on analytics and problem-solving skills.
• Aptitude for building positive relationships

Certifications

• NISM Series V - Mutual Funds Distributor Module certified Competencies
• Excellent Communication - communicates with confidence
• Collaboration
• Innovation and Continuous Improvement
• Client centricity

Attributes

• A positive, go-getter attitude & acts as a part of a team.
• Display entrepreneurial drive, passion, and enthusiasm.
• Focuses on clients

Preferred Industry Experience

• Financial Services preferably Mutual Fund sales
• 1-3 years of experience