Relationship Manager - Direct HNI, Andheri

Job Overview

This position entails managing a portfolio of client relationships, acquiring new clients, and achieving set sales goals related to these relationships.

Job Context and Challenges

• Establishing frequent brand recall for ABSLAMC schemes among a broad range of distributors.
• Keeping abreast of market information on distributors and current trends amid rapidly changing market conditions.
• Resolving investor service issues promptly to ensure swift turnaround.

Key Responsibilities

• Ensure full compliance with internal reporting and audit procedures.
• Submit weekly reports to Regional and Channel Heads.
• Maintain sales portal data to aid information gathering and analysis.
• Install advertising and publicity materials to enhance brand visibility.
• Drive continual sales from assigned relationships to support regional targets.
• Research market data to identify potential new clients and conduct direct engagements.
• Collaborate with channel partners to boost sales efforts.
• Understand distributor profiles to meet their needs and maintain business flow.
• Achieve targeted addition of folios and secure the targeted number of new SIPs.