Relationship Executive

Relationship Executive Responsibility

NISM Certificate is Mandatory

Designation: Relationship Executive (Contractual Staff)

This is a contractual position and he/she will be responsible for sales and distribution of Mutual Fund through allocated channel partner . He/She will be required to deliver the sales targets given by the Relationship Manager and thus contribute in achievement of overall targets like new folio generation , IFA and KBPs empanelment , bank branch activization  . The quarterly targets would be communicated,  and he/she would be responsible for achievement for  the same.

Retail Team-  Net Sales

-Gross Sales

-SIP

Insti Team Equity

-Debt

-Cash

• Maintaining good relations with clients to further procure and build business
• All designated Sales & Marketing coordination activities
• Achieve targeted new client / new SIP additions.
• Assist in evaluating market trends and gather competitive information.
• Ensure effective, efficient and error free Data collation and analysis.
• Consistent Sales reporting to the designated line of reporting
• Build dynamic, effective and error free database which would be consistently reported to the designated line of reporting and in line with the timelines of the designated reporting guidelines.
• Ensure all activities are in line within the framework of statutory guidelines
• Any other assignment in line with overall sales & marketing strategies framed

Evaluation On performance

1. If achieved more than 75 % - Absorption after passing test and Interview

2. 50-74.9%       - Extension for 6 months

3. 25-49.9%       -Extension for one year

4. Bank Branch Activation       - Min 10 SIP and min 5 lacs lumpsum per branch

•  1st Quarter min 25% of banks should be active

•  2nd quarter 40% of Banks mapped should be active

• 3rd quarter 60% of banks mapper should be active

• 4th quarter min 75% of banks mapped should be active