Relationship ManagerBanking Product

Job Description Job Title: Relationship Manager Financial Products Distribution Date: Job Holder Name: Dept: Financial Products Distribution Reports To: Regional Manager Financial Products Distribution Location: Regional Offices 1: Job Purpose Statement (Summarise in one/two statements why this job exists and the contribution makes to the overall business of the company). To cross-sell mutual funds, fixed deposit, bonds/NCDs other financial products business to existing set of customers, new customer acquisition through corporate and BTL activities in the assigned geography. 2: Duties Responsibilities ( List in the order of importance the duties responsibilities of this job) Sourcing customers for Mutual funds, Insurance, FD and bonds within the assigned region. Cross Sell and Up Sell existing set of mapped customers. Create gateway for corporate investments Increasing overall Mutual Fund AUM Add new customers in FPD channel Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication. Ensure periodic Portfolio review counselling for high-end and Select Clients is conducted. 3: Organisational Relationship (Provide an organisational chart which illustrates the organisational structure above and below this position). Zonal Manager Financial Product Distribution Regional Manager Financial Product Distribution Relationship Manager Financial Product Distribution 4: Key Challenges (List the key tasks performed to support the main objectives of the position).