Britam – Retail AMC Sales Executive.

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Retail AMC Sales Executive  (2200000Z)

 Job Purpose:

Assist in maintaining relationships with FA and IFA Network channels on an ongoing basis.

Key responsibilities

  • Ensure preparation of client proposals on a timely basis
  • Maintaining relationship with the FA & IFA network to ensure sales target are met
  • Maintain potential client database and provide such information as required by management
  • Provide Customers with high service standards 
  • Provide regular training to the Britam branch Network and the IFA network
  • Assist in conducting market research
  • Support AMC UG as per Hub and Spoke model
  • Perform any other duties as may be assigned from time to time
  • Delegated Authority:  As per the approved Delegated Authority Matrix
Knowledge, experience and qualifications required
  • Bachelor’s degree in a business-related degree
  • At least one year of experience in a similar position

Technical/ Functional competencies

  • Knowledge of investment classes
  • Customer, market, and competitor understanding
  • Effective negotiation skills
  • Excellent organizational and analytical skills
  • Report writing skills


Unposting Date: 06-05-2022




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