Relationship Manager - Retail Channel Sales - IFA Mutual Fund

Description:

POSITION: Relationship Manager -v 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 organizations 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

- 5-10 years of experience