Key Result Areas (Max 1325 Characters)Supporting Actions (Max 1325 Characters) Retail Sales ExecutionDrives ongoing sales from the defined relationships and contribute towards regions achievementsObtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase salesProfiles distributors and caters to their requirements to ensure ongoing business from themEnsures targeted number of folios are added and achieves targeted amount of new SIPs Distributor Empanelment & EngagementConducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely mannerOrganizes and executes trainings and engagements for partners Reporting and complianceEnsures 100% compliance with internal reporting & audit systemsProvides weekly reports, to Regional Heads and Channel HeadsUpdates sales portal with requisite information to facilitate information collation and analysisUndertakes installation of advertising and publicity materials for brand visibility

AccountabilitySupporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training.- Meeting distributors/PSU /Banks on a regular basis- Disseminating updates and other product related information in timely manner- Efficient and timely after sales support Adhering to sales and reporting standards.Compliance with internal reporting & audit systems

Role & responsibilities Principal Accountabilities AccountabilitySupporting Actions Maintain and increase the market share with institutional clients and distributors. Develop and maintain key corporate clients, distribution houses.Ensure high conversion ratios through working closely with the RMs in negotiating and building client relationshipsAchieve and ensure growth vis--vis targets in YOY sales [volume and value] and new client acquisitionMonitor product mix (Equity MF, Debt MF & PMS products) to ensure enhanced profitability by offering high margin products Ensuring prompt and high level of client relationship and service Carry out strategic development of key client accounts with a focus on managing existing relationships and growing overall revenue by optimizing the client experience and selling new solutions. Engage and de risk market expansion Oversee the identification of new /potential customer databases to ensure a robust sales opportunity pipeline for the Institutional Business Anticipate demands through market study, competitor information and enable RMs to analyze potential customer needs Adherence of Compliance rules, procedures and Corporate ValuesProvide strategic support for service excellence and ensure compliance on all regulatory and internal requirements. Team & People ManagementGuide and develop team members to facilitate better client engagement, customer acquisition, and more efficient business operations, helping them achieve superior performance standardsKeep self and team abreast with industry trends, socioeconomic or demographics shifts and industry regulations Job Purpose of Direct Reports: Manager New Client Acquisition: Responsible for development & driving new institutional client acquisition team to provide strong AUM base to achieve the leadership position in business.Relationship Managers: Responsible to implement sales strategy, to maximize sales from existing corporate clients, build new clientele and maintain cordial relationship with corporate client to sustain consistent business growth thereby resulting in increase in market share.

Principal Accountabilities AccountabilitySupporting Actions Portfolio & Business ManagementAdvising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealthAcquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market shareSynergize with all relevant verticals for achieving the desired objectiveWork on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family officesGenerate product ideas/ insights basis requirements/demand trends in family offices Build Strong Client Relationship Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards.Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand Compliance & delivering superior value to customerEnsure compliance on all regulatory and internal audit requirementsEnsure all SEBI/AMFI rules and regulations are strictly compliedAll advisory provided & products suggested should be in the best interest of the client & regulatory complaintAll certifications required for various product advisory & selling Knowledge & Market Intelligence Expert level knowledge on public & private marketsAwareness & deep understanding of geo political & macro-economic environment Building market intelligence of client segment, through liaising with internal & external peers across financial industryProduct related market intelligence in the industry, competition & the need of clients

Fresher can ApplyAccountabilitySupporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training.- Meeting distributors/PSU /Banks on a regular basis- Disseminating updates and other product related information in timely manner- Efficient and timely after sales support Adhering to sales and reporting standards.Compliance with internal reporting & audit systems

Job Purpose: Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level.

Fresher can ApplyAccountabilitySupporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training.- Meeting distributors/PSU /Banks on a regular basis- Disseminating updates and other product related information in timely manner- Efficient and timely after sales support Adhering to sales and reporting standards.Compliance with internal reporting & audit systems

Fresher can ApplyAccountabilitySupporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training.- Meeting distributors/PSU /Banks on a regular basis- Disseminating updates and other product related information in timely manner- Efficient and timely after sales support Adhering to sales and reporting standards.Compliance with internal reporting & audit systems