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Tier-1 brand plus common retail RM role and broad sales requirements increases candidate competition.
Mutual-fund distributor engagement and SIP-focused selling creates strong finance-domain specificity and limited cross-industry transferability.
Requires distributor/channel sales experience and regulatory compliance familiarity, creating moderate screening filters.
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Drive retail sales growth by managing and expanding defined customer relationships, focusing on gross and net sales as well as increasing Systematic Investment Plan (SIP) numbers.
Identify, empanel, engage, and support Independent Financial Advisors (IFAs) and banking partners to maximize sales through distributor relationships, including organizing trainings and communications.
Ensure compliance by maintaining accurate reporting and audit records, and update sales portals to support data analysis and regional sales achievements.
Work Experience Required: Not explicitly mentioned in the JD
Location Requirement: Candidate must be based in or willing to work from Ambala, Haryana, India
Mandatory Domain Knowledge: Experience in retail sales within financial services, specifically related to distributor and SIP sales management
Compliance Adherence: Ability to maintain 100% compliance with internal reporting and audit systems
Experienced in managing sales through channel partners and distributors within financial services, with a focus on increasing customer acquisition and SIP growth.
Operationally strong in coordinating distributor networks, conducting trainings, and maintaining distributor relationships to achieve sales targets.
Detail-oriented and disciplined in maintaining compliance and accurate reporting to support business analysis and decision-making.