1) Job Purpose: |
This role is responsible for managing a set of relationships acquisition of new relationships and driving achievement of the sales target expected from the relationships. |
2) Job Context & Major Challenges: (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone) |
Key Challenges for the role are as follows: - Creating top-of-mind recall for BSLAMC schemes from extensive bouquet of products available with distributor base
- Constant updation of market information about distributors and knowledge of trends and information in very dynamic market conditions
- Ensuring that all service related issues of investors are sorted out within a quick turnaround time
|
3) Principal Accountabilities |
Accountability | Supporting Actions |
Retail Sales Execution | - Drives ongoing sales from the defined relationships and contribute towards regions achievements
- Obtains and analyzes information from market to identify new clients makes direct pitches liaises with channel partners to increase sales
- Profiles distributors and caters to their requirements to ensure ongoing business from them
- Ensures targeted number of folios are added and achieves targeted amount of new SIPs
|
Distributor Empanelment & Engagement | - Conducts regular meetings and contact with the distributors
- Undertakes empanelment and activation of distributors
- Disseminates updates and other product related information in timely manner
- Organizes and executes trainings and engagements for partners
|
Reporting and compliance | - Ensures 100% compliance with internal reporting & audit systems
- Provides weekly reports to Regional Heads and Channel Heads
- Updates sales portal with requisite information to facilitate information collation and analysis
- Undertakes installation of advertising and publicity materials for brand visibility
|
4) Relationships: |
Relationship Type | Frequency | Nature |
Internal |
|
|
- Channel Head
| Daily | Strategy Discussions related to Daily Sales Numbers/MIS Escalation of service issues or any other pending issues |
- Branch Manager
| Need based | Sales and service support required at branch level |
- Operations and Customer Service
| Daily | Efficient and timely application processing high quality after sales services and MIS for tracking the business |
External |
|
|
- Channel partners and clients
| Daily | Discussions related to new and existing products market updates pricing and schemes advise and resolution on service related matters. |
Required Experience:
Manager
1) Job Purpose:This role is responsible for managing a set of relationships acquisition of new relationships and driving achievement of the sales target expected from the relationships. 2) Job Context & Major Challenges: (What are the specific aspects of the job that provide a challenge to the jobho...
1) Job Purpose: |
This role is responsible for managing a set of relationships acquisition of new relationships and driving achievement of the sales target expected from the relationships. |
2) Job Context & Major Challenges: (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone) |
Key Challenges for the role are as follows: - Creating top-of-mind recall for BSLAMC schemes from extensive bouquet of products available with distributor base
- Constant updation of market information about distributors and knowledge of trends and information in very dynamic market conditions
- Ensuring that all service related issues of investors are sorted out within a quick turnaround time
|
3) Principal Accountabilities |
Accountability | Supporting Actions |
Retail Sales Execution | - Drives ongoing sales from the defined relationships and contribute towards regions achievements
- Obtains and analyzes information from market to identify new clients makes direct pitches liaises with channel partners to increase sales
- Profiles distributors and caters to their requirements to ensure ongoing business from them
- Ensures targeted number of folios are added and achieves targeted amount of new SIPs
|
Distributor Empanelment & Engagement | - Conducts regular meetings and contact with the distributors
- Undertakes empanelment and activation of distributors
- Disseminates updates and other product related information in timely manner
- Organizes and executes trainings and engagements for partners
|
Reporting and compliance | - Ensures 100% compliance with internal reporting & audit systems
- Provides weekly reports to Regional Heads and Channel Heads
- Updates sales portal with requisite information to facilitate information collation and analysis
- Undertakes installation of advertising and publicity materials for brand visibility
|
4) Relationships: |
Relationship Type | Frequency | Nature |
Internal |
|
|
- Channel Head
| Daily | Strategy Discussions related to Daily Sales Numbers/MIS Escalation of service issues or any other pending issues |
- Branch Manager
| Need based | Sales and service support required at branch level |
- Operations and Customer Service
| Daily | Efficient and timely application processing high quality after sales services and MIS for tracking the business |
External |
|
|
- Channel partners and clients
| Daily | Discussions related to new and existing products market updates pricing and schemes advise and resolution on service related matters. |
Required Experience:
Manager
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