Plan, organise & manage all activities to drive Retail Sales through assigned channel (National Distribution and IFA channels) in the branch to increase AUM, market share, quality and profit potential of assets.
KRA (Accountabilities) (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
KRA1
Achieving and exceeding AUM & Market Share targets through targeted sales activities
? Driving sales of different products by keeping regular connect with all the distributors at all important levels (senior mgt and branches)
? Trainings/ presentations of products
? Events, contests to push sales
? Conducting distributor engagement programes
KRA2
Managing and maximizing business from Client Relationships through prompt service
? Meeting distributors on a regular basis
? Disseminating updates and other product related information timely
? Efficient and timely after sales support
? Database Maintenance & updation to ensure effective communication
KRA3
Undertaking Business Development activities including marketing support to clients/distributors
? Provision of publicity material and other literature to distributors on time
? Designing & implementing various events, contests & promotional activities
? Coordinating for the product’s advertisements in publications and literature produced by the distributors.
Ensuring visibility in the branches of distributors through different mediums.
KRA4
Monitoring Compliance to enable high alignment with systems and practises
? Ensuring that all statutory regulations related to information sharing, application processing, & publicity are complied with.
KRA5
Planning and overseeing activities aimed at expanding the distributor base to achieve business results
? Activation of dormant relationships
? Empanelment of new distributors and initiating business with them
KRA6
Managing and monitoring team members for better productivity
Facilitating regular training, guidance and development of team members
Ensuring AMFI Certification of team members
Monitoring performance of RM’s on monthly basis and take corrective measures if achievement deviates from the required achievements.
KRA7
Providing relevant reports to management
Furnishing relevant sales reports to Regional & Zonal Head
