01Overview
Job Description
Responsibility for achieving sales targets of BOI MF by developing the channel and acquiring investors in the city through banking channel.
Reporting to: Cluster Head
Role & Responsibilities
- Help meet the target mobilization of assets under each of the products as per the Business plan through active engagement with BOI.
- Co-ordinate and connect with Bank of India branches, zonal Offices and will be responsible for achieving the targets for these Zones (Retail) as per assigned location and geographical reach.
- Responsible for business generation and scaling up business relationships as per as the assigned targets.
- Responsible for handling the day to day operations (business) with BOI branches. Will also need to service and advice the HNIs of Bank of India.
- Handling a team of sales associates for Mumbai location. Being responsible for providing full time support to team members to help them achieve business targets.
- Activate current BOI branches for business mobilization.
- Responsible for conducting IAPs and product related training sessions for BOI.
- Plan engagement activities for BOI branches through meets, presentation and mailers etc. on a regular basis.
- Reporting of daily MIS to reporting Manager.
- Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
- Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.
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