Relationship Manager - Banking - Retail Sales - Kolkata
Published date: 2026/11/07
- Location: Kolkata, West Benga[, India
Hi Candidates
Greetings of the day
We are hiring for,
Relationship Manager - Banking - Retail Sales - Kolkata
Organization: Financial Services
Job Description:
4) KEY RESULT AREAS: WRITE THE KEY RESULTS EXPECTED FROM THE JOB AND THE SUPPORTING ACTIONS FOR EACH OF THESE KEY RESULT AREAS (FOR A MAJORITY OF JOBS TYPICALLY THERE COULD BE 4- 7 KEY RESULT AREAS)- MAXIMUM 10 KRAS CAN BE UPDATED
Key Result Areas (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
Retail Sales Execution
Drives ongoing sales from the defined relationships and contribute towards regions achievements
Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
Profiles distributors and caters to their requirements to ensure ongoing business from them
Ensures targeted number of folios are added and achieves targeted amount of new SIPs
Distributor Empanelment & Engagement
Conducts regular meetings and contact with the distributors
Undertakes empanelment and activation of distributors
Disseminates updates and other product related information in timely manner
Organizes and executes trainings and engagements for partners
Reporting and compliance
Ensures 100% compliance with internal reporting & audit systems
Provides weekly reports, to Regional Heads and Channel Heads
Updates sales portal with requisite information to facilitate information collation and analysis
Undertakes installation of advertising and publicity materials for brand visibility
Qualifications:
Other Degree
Minimum Experience Level:
3-5 Years
Report to:
Associate Vice President
Regards,
Hr Team
Greetings of the day
We are hiring for,
Relationship Manager - Banking - Retail Sales - Kolkata
Organization: Financial Services
Job Description:
4) KEY RESULT AREAS: WRITE THE KEY RESULTS EXPECTED FROM THE JOB AND THE SUPPORTING ACTIONS FOR EACH OF THESE KEY RESULT AREAS (FOR A MAJORITY OF JOBS TYPICALLY THERE COULD BE 4- 7 KEY RESULT AREAS)- MAXIMUM 10 KRAS CAN BE UPDATED
Key Result Areas (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
Retail Sales Execution
Drives ongoing sales from the defined relationships and contribute towards regions achievements
Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
Profiles distributors and caters to their requirements to ensure ongoing business from them
Ensures targeted number of folios are added and achieves targeted amount of new SIPs
Distributor Empanelment & Engagement
Conducts regular meetings and contact with the distributors
Undertakes empanelment and activation of distributors
Disseminates updates and other product related information in timely manner
Organizes and executes trainings and engagements for partners
Reporting and compliance
Ensures 100% compliance with internal reporting & audit systems
Provides weekly reports, to Regional Heads and Channel Heads
Updates sales portal with requisite information to facilitate information collation and analysis
Undertakes installation of advertising and publicity materials for brand visibility
Qualifications:
Other Degree
Minimum Experience Level:
3-5 Years
Report to:
Associate Vice President
Regards,
Hr Team
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