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
