SU

Branch Manager - B2B Retail Sales

Sun Life
Mysore6-11 LPA Posted 5 May 2025
FULL TIME
Mutual Funds
Nism
Amc
B2b Sales
Retail Sales

Job Description

  • Achieving sales targets and increasing market share of the branch vis-à-vis the industry.
  • Managing and maximizing business from Client Relationships through prompt service
  • Identification & Engaging of new Distribution channel partners.
  • Monitoring Compliance to enable high alignment with systems and practices.
  • Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients.
  • Providing relevant reports to management for assigned territory.
  • Managing and monitoring team members for better productivity.

Supporting Actions

  • Maximising business in allotted territory through the distribution channel (IFAs, Banks, PSU, and NDs).
  • Empaneling and activation of untapped and potential Channel Partners.
  • Developing and maintaining relationships with retail clients, providing information, and ensuring a high volume of business from clients in the assigned territory.
  • Developing new distributor relationships at the branch.
  • Activation of such distributor relationships by providing timely and relevant information on schemes and the industry, etc.
  • Ensuring that all regulations and statutory compliances are adhered to.
  • Assisting channel partners to adhere to compliances.
  • Facilitating the smooth operations of the branch, including branch imprest, administration, operations, and client servicing standards.
  • Furnishing relevant sales reports of the branch to the Cluster & Zonal Head.
  • Facilitating regular training, guidance, and development of team members.
  • Ensuring AMFI Certification of team members.
  • Monitoring the performance of RMs on a monthly basis and taking corrective measures if achievement deviates from the required achievements.

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