Relationship Manager - Institutional Sales

Job Purpose

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

Key Responsibility Areas

• To increase in the 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
• Managing business through IFAs Individual Financial Advisors
• Support to distribution force and investors
• Devising strategy for future based on the regional typicality s of the Branch location.
• Conducting investors meet, agents 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.