• Empanel and generate business through independent financial advisors.

• Should have own formidable network of IFAs.

• Responsible for Mutual fund / Equities / Commodities/Insurance and other financial products sale & distribution through various channels. 

• Prepare a blueprint to promote and sell products/services.

• Achieve agreed upon sales targets and outcomes within the stipulated time period.

• Managing teams, setting targets, doing reviews and delegating different tasks to each relationship manager. 

• Designing incentive programmes for maximizing business.

• Ensure each relationship manager achieve targets; does joint calls, presentations, and follow-up.

• Coordinate sales efforts with Sales team members and other departments.

• Establish, develop and maintain positive business and customer relationships.

• Handling key relations, servicing them, updating them on market outlook, product positioning and advising them on investment.

• Doing various training programs, presentations to distributors, investors & other intermediaries.

• Working in tandem with the existing distributors/Business Associates/Franchisees, doing various promotional activities to expand the investor base. 

• Managing sales and investment advisory to Retail, HNIs and few corporate clients.

• Expedite the resolution of customer problems and complaints to maximize satisfaction.

• In-depth understanding of various financial products and investment avenues.

• Should be up-to-date on Financial Markets.