Relationship Manager

Job description:

• To promote all the product line of Mutual Fund
• To achieve sales and revenue targets.
• To identify and empanel business partners with the relevant customer base.
• To manage Business partner activation & ensure adequate flow of new leads to meet business targets.
• To monitor the quality of business sourced through BPs and to ensure penetration of all products, as well as help, evaluate the commercial viability.
• Devise campaigns to incentive/rewards with proper approvals from stakeholders to achieve the targets set by a business head in terms of a number of active partners acquired & retained, amounts mobilized of products sold, the persistence of SIP.
• Generate references from existing mapped partners for New Account sourcing
• Should be comfortable doing Field Work and attaining meetings with respective client.
• Based on requirement HO visit is mandatory