Relationship Manager, Retail Sales, Thrissur

About the Role

This role focuses on implementing sales strategies to maximize sales from allocated channel relationships, promoting visibility, and ensuring service standards.

Job Context & Major Challenges

• Increase visibility and goodwill among channel partners and distributors through regular interaction.
• Ensure prompt service for any issues.
• Keep channels informed on company products and schemes to create awareness among target clientele (Retail and corporate investors).
• Manage relationships of different types requiring different approaches (e.g., IFAs vs. Corporate clients).
• Maintain constant updation of market information about distributors and knowledge of Debt & Equity Markets.

Key Responsibilities

• Execute sales plans and ensure maximum sales by engaging with clients regularly.
• Obtain and analyze market information, identify new clients, make direct pitches, and liaise with channel partners/corporates.
• Augment relationships to increase sales.
• Manage client relationships through prompt service, visibility, and training.
• Meet distributors, IFAs, and NDs on a regular basis.
• Adhere to sales and reporting standards.
• Comply with internal reporting and audit systems.