Relationship Manager, Institutional Sales

Job Summary

To achieve the sales target and increase market share, to establish strong relationships, service standards and explore untapped potential clients and to acquire new client base while sustaining business growth consistently.

Job Context and Challenges

Key Challenges for the role are as follows:

• Identify new client segment to get business from them to increase gross and net sales.
• Has to handle existing clients and increase business output from them by adequate planning and strategy.
• Has to have high level of connectivity with large corporate clients and increase service standards, visibility and goodwill among corporate clients.
• Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many new players have already entered and some more are expected to enter this segment shortly.
• Availability of competitive products in time in line with the market expectation is a challenge given the fast changing business expectations and new entrant.

Key Result Areas (KRA) and Supporting Actions

KRA1: Business Management and achieving the set target

• Maximize business through top clients through sound relationship.
• Conduct business meetings and across the table presentations to corporate clients.
• Identify highend potential clients to expand the business base.

KRA2: Build strong Client Relationship

• Maintain excellent relationship with existing clients and expansion of key clients
• Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
• Develop and maintain key corporate clients.

KRA3: Compliance on all regulatory rules

• Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
• Ensure all SEBI/AMFI rules and regulations are strictly complied.

KRA4: Maintaining MIS Reporting

• Update client ownership report every month regularly to state/centre head.
• Maintain New client MIS and report to State/centre head
• Ensure corporate client database is updated regularly by sales support.

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.