Virtual Relationship Manager, Chennai
Share
Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Job Purpose
To serve as a single point contact to the Retail Sales Team for any service related issues. To function as a link between the team and inter department personnel (i.e customer service operations etc). Actively engage in channel partners specially with Wealth Counters & IFAs and help the team to focus on their major role and also enhance investor relationship .
Job Context & Major Challenges
Key challenges
multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.
of relevant information on time.
Key Result Areas
| KRA (Accountabilities) (Max 1325 Characters) | Supporting Actions (Max 1325 Characters) | |
|---|---|---|
| KRA1 | Providing necessary information/ reports to Channel Partner and Team | Timely meeting Team and Channel Partner requirements. Occasionally Visiting Key Service RM of Private Banks and Wealth Counter |
| KRA2 | Maintaining a proper correlation between Team and Distributors. Dispatching mailers forms fact sheets brokerage structure etc.. Keeping the distributors informed about any changes or new developments of the AMC | Build internal channel distributors. Provide structured feedback for new products & service ideas. Performance Updates Analysis mailing and dispatches database maintenance. Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch Managers |
| KRA3 | Preparing reports for the business development function like RM Wise Weekly Sales Tracker for Region Sales MIS Expense Tracker for Region Preparing Reports for the team like Daily performance and Daily Inflow/Outflow | Ensure to submit reports on time and accurately. Thus helping the team understand the performance at individual level |
| KRA4 | To act according to compliance & regulator procedures. | Adhere to the compliance & regulator procedures always. |
| KRA5 | Actively interacting with the Internal Team distributors RO HO and CAMS for issues related to broker mobilization and payments investments redemptions non-receipt of statements dividends product information operational information etc | To have a effective communication with internal and external channel on presale and post sales job |
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
Discover a world of financial solutions at Aditya Birla Capital – your trusted partner for investments, insurance, loans, and a wide range of financial services in India.
