Relationship Manager - IFA

Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy

Roles and Responsibilities

• Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy
• Significantly Increase the market share of AMC in the IFA channel.
• Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel
• Developing the entire network for IFAs
• Oversee and contribute to preparation of regular client reporting
• Contribute to implementation of the Short / long term sales plan for the branch
• Regular follow-up with all potential leads across products for effective conversion
• Develop, implement strategy to achieve planned growth objectives in the geographies
• Help in communicating a strong and vibrant brand
• Investor Awareness Programs
• Overall contribution/profitability of the AMC

Skill Set & Competencies

• Excellent Communication Skills, Written & Verbal
• Account Management skills, Excellent Presentation Skills
• Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.
• Thorough understanding of regulatory framework and Taxation Laws
• Positive and enthusiastic attitude
• Customer focus and result oriented approach
• Negotiation and Channel Management Skills
• Result Orientation - Concern for Excellence

Qualifications & Experience

• A Masters degree/professional qualifications
• Undergraduate degree;
• NISM Certified
• At least 2-7 years experience