Relationship Manager - Banks & ND's - AMC Firm

Job Description

Position Title Relationship Manager

Department, Channel & Centre of Operation Department - Sales & Marketing

Channel - Banks & NDs

Centre of Operation - Mumbai

Position reporting to Direct Indirect

National Account Manager - Banks & NDs

Number of Positions & Centres Position Number Centres

1 Mumbai

No of reports Direct Indirect

Job Purpose

- Serve as high touch point of contact for Banks & NDs.

- Accountable to serve the unique and complex needs of Premiere Segment of Banks & NDs.

- Establish and maintain relationships with key clients to promote schemes.

- Mobilize targeted funds for various schemes in the channel area through the channel field force.

Key Responsibility Areas

- Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships.

- Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere clients.

- Responsible for product placement, new business development, key negotiations and marketing campaign to promote schemes to the premiere segment - Banks & NDs.

- Delivering consistent and tailored service to the most valued premiere client.

- Ensuring adequate mix across all products and meeting set sales targets.

- Developing markets and enhancing market share.

- Contributing to sustained growth in sales through initiatives targeted at long term development of client relationships and deep markets.

- Using relationships to mobilize funds under various schemes through Banks & NDs.

- Educating the clients about the schemes pre sales and converting them to buy these schemes.

- Sales paper work, data collation and reporting.

- Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.

- Promote an environment that supports diversity and reflects the Company brand.

Qualification & Experience

Qualification

- Shall have qualified AMFI (Advisor's Module / NISM Series V-A).

Experience

- More than 3 years of experience with a track record of success.

- Experience in Sales. Having worked with and served Banks & NDs will be an added advantage.