Relationship Manager || PMS

Role Description

A. Position Details

Position Title: Relationship Manager - PMS- IFA/RB

Department: Retail Sales

Sub-Department: PMS Business Development

Reporting Manager: Zonal Head - Retail Sales and Distribution/ Head - PMS Business Development

B. Demographics

Role: TM - PMS Business Development

Education Background: MBA / PGDBM/ CA/ CFA

Work Experience :2-8 years of experience

Critical Skills Required: Relationship Management, Influencing Skills, Technical - Product Knowledge, High Impact Communication, Interpersonal skills, Problem solving approach

Target oriented with proper adherence to compliance

C. Role Purpose

Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel

D. Key Accountabilities

1. To increase the penetration and market share of PMS products in their respective geographies

2. Liaison with distributors and build rapport to increase penetration of PMS/AIF products

3. Responsible for liaisoning with the sales team and activate dormant channel to increase sales

4. To ensure customer delight through effective communication of our product, performance and investment philosophy

5. Responsible for PMS product training to internal AMC RMs and distributors

6. Think Out of the box for creating visibility and deeper penetration of our product

7. Handling PMS queries and services issues for all existing PMS products