1. Through distribution channel (IFAs, Banks, PSU and NDs)

2. Empanling and activation of untapped and potential Channel Partners

3. Managing and maximizing business from Client Relationships through prompt service

4. Developing and maintaining relationship with retail clients, providing information and ensuring high volume of business from clients in assigned territory

5. Identification & Engaging of new Distribution channel partners.

1. Developing new distributor relationships at branch

2. Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc.

- Monitoring Compliance to enable high alignment with systems and practices

1. Ensuring that all regulations and statutory compliances are complied with

2. Assist channel partners to adhere to compliances.

- Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients.

- Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards

- Providing relevant reports to management for assigned territory.

- Furnishing relevant sales reports of the branch to Cluster & Zonal Head

- Managing and monitoring team members for better productivity

1. Facilitating regular training, guidance and development of team members

2. Ensuring AMFI Certification of team members

3. Monitoring performance of RM's on monthly basis and take corrective measures if achievement deviates from the required achievements.

5) Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report)

Relationship Manager : Implementing the sales strategy to maximize sales from allocated channel relationships, by promoting visibility and ensuring service standards are met.

6) Relationships : Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives.