Branch Manager - B2B Retail Sales

Sun Life

6 - 11 years

6 - 11 Lacs

mysore karnataka india

Posted:1 day ago| Platform: Foundit logo

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Skills Required

mutual funds nism amc b2b sales retail sales

Work Mode

On-site

Job Type

Full Time

Job Description

Achieving sales targets and increasing market share of the branch vis--vis the industry.
Managing and maximizing business from Client Relationships through prompt service
Identification & Engaging of new Distribution channel partners.
Monitoring Compliance to enable high alignment with systems and practices.
Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients.
Providing relevant reports to management for assigned territory.
Managing and monitoring team members for better productivity.

Supporting Actions

Maximising business in allotted territory through the distribution channel (IFAs, Banks, PSU, and NDs).
Empaneling and activation of untapped and potential Channel Partners.
Developing and maintaining relationships with retail clients, providing information, and ensuring a high volume of business from clients in the assigned territory.
Developing new distributor relationships at the branch.
Activation of such distributor relationships by providing timely and relevant information on schemes and the industry, etc.
Ensuring that all regulations and statutory compliances are adhered to.
Assisting channel partners to adhere to compliances.
Facilitating the smooth operations of the branch, including branch imprest, administration, operations, and client servicing standards.
Furnishing relevant sales reports of the branch to the Cluster & Zonal Head.
Facilitating regular training, guidance, and development of team members.
Ensuring AMFI Certification of team members.
Monitoring the performance of RMs on a monthly basis and taking corrective measures if achievement deviates from the required achievements.

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