Relationship Manager - Vadodara

Key Result Areas ( Max 1325 Characters) Supporting Actions ( Max 1325 Characters)

Retail Sales Execution through channel partners

• Drives ongoing sales from the defined relationships and contribute towards regions achievements
• Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
• Profiles partners and caters to their requirements to ensure ongoing business from them
• Ensures targeted number of folios are added and achieves targeted amount of new SIPs

Engagement

• Conducts regular meetings and contact with the Bank counters
• Disseminates updates and other product related information in timely manner
• Organizes and executes trainings and engagements for partners

Reporting and compliance

• Ensures 100% compliance with internal reporting & audit systems
• Provides weekly reports, to Regional Heads and Channel Heads
• Updates sales portal with requisite information to facilitate information collation and analysis
• Undertakes installation of advertising and publicity materials for brand visibility