Relationship Manager - Vadodara

Position Overview

This role focuses on driving retail sales through channel partners and managing client relationships to contribute towards regional sales objectives.

Primary Responsibilities

• Maintain and cultivate ongoing sales from assigned client relationships to help achieve regional sales targets.
• Gather and analyze market intelligence to identify potential new clients and actively engage with channel partners to boost sales.
• Develop profiles of channel partners, addressing their needs to ensure sustained business collaboration.
• Achieve set goals for new folios and systematic investment plans (SIPs) additions.
• Regularly meet and communicate with bank branch counters to strengthen engagement.
• Distribute timely updates and product-related information to partners.
• Plan and conduct training sessions and engagement activities for partners to enhance their knowledge and cooperation.

Compliance and Reporting

• Ensure full adherence to internal reporting and auditing protocols.
• Submit weekly reports to Regional Heads and Channel Heads.
• Maintain sales portal data accurately for effective monitoring and analysis.
• Support brand visibility by installing advertising and publicity materials effectively.