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  • JD - Sales Relationship Manager

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    Vaibhav Ulagadde
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    The job description is for a Relationship Manager position in the sales department. The role is responsible for driving sales numbers through business-to-business channels by identifying, building, and maintaining relationships with existing distributors. Key responsibilities include maintaining call routines, increasing market share, presenting product briefings, and implementing ideas to increase channel partner volumes. The position requires an MBA degree and basic understanding of mutual funds, with good communication, presentation, and influencing skills.

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    JD_Sales Relationship manager

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    The job description is for a Relationship Manager position in the sales department. The role is responsible for driving sales numbers through business-to-business channels by identifying, building, and maintaining relationships with existing distributors. Key responsibilities include maintaining call routines, increasing market share, presenting product briefings, and implementing ideas to increase channel partner volumes. The position requires an MBA degree and basic understanding of mutual funds, with good communication, presentation, and influencing skills.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views1 page

    JD - Sales Relationship Manager

    Uploaded by

    Vaibhav Ulagadde
    The job description is for a Relationship Manager position in the sales department. The role is responsible for driving sales numbers through business-to-business channels by identifying, building, and maintaining relationships with existing distributors. Key responsibilities include maintaining call routines, increasing market share, presenting product briefings, and implementing ideas to increase channel partner volumes. The position requires an MBA degree and basic understanding of mutual funds, with good communication, presentation, and influencing skills.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    JOB DESCRIPTION

    A. BASIC INFORMATION
    Job Title Relationship Manager Direct Reporting Team Leader / Cluster
    Head
    Designation Management Trainee Dotted line/any
    other reporting
    Department Sales

    B. KEY RESPONSIBILITIES

    • Responsible for driving sales numbers through B2B channels in the assigned location/branch.
    • Maintain discipline of daily call routines and tracking of the business meetings
    • Increasing market share in the assigned markets by identifying, building, and maintaining
    relationships with the existing distributors in the respective location
    • Presenting Product briefing to mutual fund distributors and partners
    • Possess good communication & influencing skills to drive campaigns/contests rolled out by the
    organization to ensure maximum participation from the partners
    • Actively working towards implementing processes and ideas for increasing the volumes of channel
    partners
    • Adherence to IDFC norms, values, integrity, passion for client service

    C. DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE

    Educational Qualifications MBA

    Additional Certifications/Trainings (desirable) NISM/AMFI

    Domain Knowledge Basic understanding of Mutual Funds/Financial


    Products

    D. COMPETENCIES
    (In this section, please indicate the key behavioural and technical attributes required to perform the job)
    Behavioural Technical

    Good Communication, Presentation & Influencing Basic Knowledge of Mutual Funds


    skills.

    Interpersonal Skills and Accountability MS Office/Outlook

    Good Team Player Analytical skills

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