Relationship Manager

Accountability
Accountability Supporting Actions
Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute

towards regions achievements
o Obtains and analyzes information from market to identify new
clients/partners makes product pitches liaises with channel
partners to increase sales
o Profiles distributors and caters to their requirements to ensure
ongoing business from them

Distributor
Empanelment &
Engagement

o Conducts regular meetings and contact with the distributors
o Undertakes empanelment and activation of distributors
o Disseminates updates and other product related information in
timely manner
o Organizes and executes trainings and engagements for partners

Reporting and
compliance

o Ensures 100% compliance with internal reporting & audit systems
o Updates CRM with requisite information to facilitate information
collation and analysis
o Undertakes installation of advertising and publicity materials for
brand visibility

Responsibilities:
Create and enforce plans that will help meet the needs of distributors and investors
in terms of product information or service standards.
Build long-term relationships with partners through various engagements.
Develop and deepen the assigned relationships across large partners through various
modes of communication and by leveraging on the internal ecosystem.
Ensure regular dissemination of information from our fund house to all the partners.
Monitor sales metrics identify gaps and modify sales plan to ensure implementation
of individual sales plan (e.g. MIS CRM Budgets Activities Weekly management
reports).

Required Skills:

Retail Sales Execution Sales from defined relationships Market information analysis Client acquisition Product pitching Channel partner liaison Distributor profiling Distributor empanelment Distributor activation Partner training and engagement Internal reporting compliance Audit system compliance CRM update Advertising installation Publicity materials installation Distributor needs assessment Service standards enforcement Partner relationship building Communication skills Ecosystem leveraging Information dissemination Sales metrics monitoring Gap identification Sales plan modification MIS CRM Budget management Weekly management reports