Relationship Manager - Retail Sales - Gorakhpur

Role Overview

This position is focused on retail sales execution for the Gorakhpur location in Uttar Pradesh. The role involves developing business through assigned relationships, expanding distributor activity, and driving market share growth for the branch.

Retail Sales Execution

• Grow recurring sales through the mapped relationship network and support regional business goals.
• Study market inputs to identify potential clients, conduct direct sales pitches, and work with channel partners to improve conversion.
• Evaluate distributors and align offerings to their needs so that business continues steadily.
• Work toward the expected number of folios and the planned volume of new SIP additions.
• Meet sales objectives while improving the branch’s share in the market compared with competitors.

Distributor Empanelment and Engagement

• Maintain regular communication and meetings with distributors.
• Handle distributor onboarding, empanelment, and activation activities.
• Share product updates and related information promptly and accurately.
• Plan and run partner trainings, meetings, and engagement activities.
• Strengthen client relationships by delivering quick and effective service.

Reporting and Compliance

• Follow internal reporting standards and audit requirements without exception.
• Submit weekly updates to the BM, Regional Heads, and Channel Heads.
• Keep the sales portal updated with required details for proper tracking and analysis.
• Support brand visibility by arranging installation of advertising and promotional materials.

Knowledge and Know-how

• Should have a general grasp of market trends and macroeconomic factors.
• Must understand financial products and available investment choices.
• Needs a strong working knowledge of the mutual fund industry and AMC product categories.
• Should be familiar with the basics of financial planning and investment planning.
• Must have a basic understanding of the applicable regulatory environment.
• Should be comfortable working with basic Excel.

Additional Information

This role is based in Gorakhpur and is intended for a full-time, onsite professional who can contribute to retail growth, distributor management, compliance, and market development.