Relationship Manager - Retail Sales

0 - 5 years

4 - 6 Lacs

Kollam

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Mutual Funds Sales Retail Sales Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports, to Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility

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Sun Life
Sun Life

Financial Services

Toronto

Approximately 38,000 Employees

79 Jobs

    Key People

  • Kamil M. Khatib

    President, Sun Life Financial
  • Dean A. Connor

    President and CEO

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