Relationship Manager - Direct HNI Sales, Bangalore

About the role

Responsible for managing a team of premier IFAs and achievement of the sales target expected from those set of distributors. To ensure attainment of maximum market share from these set of IFAs It helps the AMC garner equity assets, which is the most profitable asset in this business. It also helps in increasing the reach and penetration of various products across various geographies.

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…
• 2)Ensuring timely communication of information and personally meeting them periodically
• KRA2 To achieve the allocated PMS sales target 1)Identify IFAs who have the requisite clientele for PMS and create awareness about our schemes and their performance…
• 2)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
• 2)To communicate and educate the distributors about its advantages and potential as a tool for wealth creation

What you need

• Sales
• Mutual funds
• POS
• Communication