Job Purpose

To execute the marketing strategies in the allocated space with focus on garnering and developing sales.

Key Responsibility Areas

To increase in the AUM.
Ensuring growth of business and surpassing periodical sales targets in terms of funds mobilized.
Promotion of UTI MF Schemes, knowledge about the products and MF industry.
Providing feedbacks gathered from distribution force/investors. Improvement in processes based on such feedbacks. Help in MIS generation.
Motivating and managing the Sales force.
Increase in number of Investors
Penetration into new areas
Managing business through IFAs Individual Financial Advisors
Support to distribution force and investors
Devising strategy for future based on the regional typicality s of the Branch location.
Conducting investors meet, agents meeting and organizing participation in finance fairs etc.
Conducting necessary training / knowledge transfer sessions for the agents to keep them updated on the market and product front.
Ensuring timely collection of funds.
Managing the administration of the Branch.
Alertness to Market Changes and Demands
To ensure targeted growth in business through the respective Branch and manage Branch administration.

Relationship Manager - Retail Sales

Job Description