Relationship Manager - Burdwan
BardhamanFull-timeMid levelPosted 3 months ago
Mid-level finance role at Aditya Birla Group in Bardhaman. Needs a degree.
About the role
Responsible for managing a team of premier IFA’s and achievement of the sales target expected from those set of distributors. To ensure attainment of maximum market share from these set of IFA’s Birla Sunlife Asset Management Company is one of the early entrants into the market with a 15 year history of Asset Management in India.
What you'll do
- KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 To achieve the allocated equity and debt sales target 1) Profiling of the IFAs…
- Ensuring timely communication of information and personally meeting them periodically. KRA2 To achieve the allocated PMS sales target 1) Identify IFAs who have the…
- Accompany them on joint calls to meet their clients. KRA3 To achieve the targeted number of new SIPs 1) Focus on the unique offering in this segment to maximise sales
- Support IFAs in new initiatives to help them increase their client base. KRA5 To ensure maximum POS activisation 1) To ensure widespread participation from all IFAs and…
- Conduct regular presentations and training sessions on a large scale to help increase participation
What you need
- Sales
- POS