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08/11 Vineet
Associate Consultant at Olive Green Consulting

Views:71 Applications:20 Rec. Actions:Recruiter Actions:0

Relationship Manager - Sales - NBFC (3-6 yrs)

Goa Job Code: 97746

Position Title Relationship Manager - Retail

Department, Channel & Centre

of Operation

Department - Sales & Marketing

Centre of Operation -

Position reporting to Direct Indirect

Chief Manager-Retail Regional Head - Retail

Number of Positions & Centres Position Number Centre

No of reports Direct Indirect

Job Purpose :
 
To execute the marketing strategies in the allocated space with focus on garnering and developing sales.

Key Responsibility Areas

- Increase in AUM.

- Ensuring growth of business and surpassing periodical sales targets in terms of funds mobilized.

- Promotion of UTI MF Schemes, knowledge about the products and MF industry.

- Providing feedbacks gathered from distribution force/investors. Improvement in processes based on such feedbacks. Help in MIS generation.

- Motivating and managing the Sales force.

- Increase in number of Investors

- Penetration into new areas

- Support to distribution force and investors

- Devising strategy for future based on the regional typicalities of the Branch location.

- Conducting investor's meet, agent's meeting and organizing participation in finance fairs etc.

- Conducting necessary training / knowledge transfer sessions for the agents to keep them updated on the market and product front.

- Ensuring timely collection of funds.

- Managing the administration of the Branch.

- Alertness to Market Changes and Demands

- To ensure targeted growth in business through the respective Branch and manage Branch administration.

Job Specifications

Qualification

- Minimum Qualification - Graduate from a recognized university (UGC/AICTE).

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