Relationship Manager - Retail Sales

Industry Type: Financial Services

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Job Purpose:

To execute marketing strategies and drive business development efforts in the allocated territory with a focus on increasing Assets Under Management (AUM) and expanding the investor base for UTI Mutual Fund schemes.

Key Responsibility Areas:

• Business Growth & AUM Expansion:
• Drive an increase in AUM by achieving and surpassing sales targets for funds mobilized.
• Ensure business growth through effective territory management and market penetration.
• Promotion & Product Knowledge:
• Actively promote UTI Mutual Fund schemes and educate clients on mutual fund products and industry trends.
• Provide training and conduct knowledge sessions for agents and advisors.
• Investor Engagement & Support:
• Increase the number of retail investors through targeted marketing and outreach.
• Support and guide distribution channels, including Individual Financial Advisors (IFAs).
• Market Intelligence & Strategy Development:
• Collect and analyze feedback from distributors and investors to improve service and offerings.
• Formulate branch-specific strategies based on regional dynamics and investor behavior.
• Events & Training:
• Organize investor meets, agent meetings, and finance fairs to enhance visibility and investor education.
• Conduct training and knowledge transfer sessions to equip agents with updated market insights and product knowledge.
• Administrative & Operational Responsibilities:
• Ensure timely collection of funds and smooth branch administration.
• Maintain high levels of alertness to market changes and evolving customer demands.

Desired Candidate Profile:

• Education:
• UG: Any Graduate
• PG: Any Postgraduate

• Key Skills:
• Retail sales experience in financial products
• Good understanding of mutual funds and investment products
• Strong communication and interpersonal skills
• Ability to manage and motivate a sales force
• Market awareness and analytical ability