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Virtual Relationship Manager

Sr.Manager

Location-Goregaon,Mumbai

Nature of business- Banking & financial service

Role:

SalesTeam Manager cum Training manager

Relationship management - Multiple distributors forVRMRM productivity -VRMresources

Digital developments - digital properties, Wealth and Private banking relationship management

Spoc forVRMbusiness with product teams across distributors

Interacting with product teams on agenda setting and drives to build business

Relationship building with distributor ground staff (Center heads, TLs) at centers to drive business

Regularly plug in ground feed back to product teamFulfilling marketing and digital requirements ofVRMpartners for sales efficiency

Training facilitation on products and processes forVRMand I Pru staff

RM Productivity

Setting upVRMgoalsheetsFormulating Goal sheet parameters and their roll outKeeping close traction on the Goal sheet parameters and the same being changed if required.

Monitoring RMs performance closely which is month on month achievements on Gross Sales, Net Sales, SIP, AMFI (For bank)Encouraging them by rolling out mailers for outstanding performance based on the month end file.

Running all employee initiatives - Plan , Launch and Update

Digital Developments

Ownership of digital project with bankWorking closely with internal marketing and digital team on content creationLiasoning with I Bank digital team on development and timelines

Objective of 100,000 SIP / month through digital propertiesRegular meeting with Bank product team

Ensuring market share of 60% in wealth salesPlanning and executing initiatives with bank teamProduct approvalsManaging fund manager interactions

Regards,

Chitra

9769460342