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Virtual Relationship manager-Mutual fund Sales
Location:
IN-Mumbai
Jobcode:
64a90286246f9412e67556a2
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Sr. Relationship Manager VRM

Location-BKC,Mumbai

Key Roles

Relationship management - Multiple distributors forVRM


Spoc forVRMbusiness with product teams across distributors

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

Working closely with internal marketing and digital team on content creationLiasoning with I Bank digital team on development and timelinesObjective of 100,000 SIP / month through digital properties


Complete relation ship managementEnsuring market share of 60% in wealth salesPlanning and executing initiatives with bank teamProduct approvalsManaging fund manager interactions


Please share your cv to (e-mail removed)

Regards,

Chitra

9769460342

Corporate Chemistry

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