Relationship Manager - Mutual Fund and Loan Advisory Products

Relationship Manager - MLAP

• Sales Target Achievement: Consistently meeting or exceeding monthly, quarterly, and annual sales goals set for the store or territory.
• Customer Relationship Management: Delivering exceptional customer service, addressing inquiries, resolving complaints, and fostering loyalty to increase retention.
• Inventory Management & Stock Availability: Ensuring sufficient stock levels on the floor, monitoring inventory turnover, reducing shrinkage, and conducting timely stock checks.
• Visual Merchandising & Display: Maintaining attractive, well-stocked displays to boost product visibility and adhering to brand guidelines to maximize visual appeal.
• Market Analysis & Expansion: Conducting competitor analysis, identifying new market trends, and sourcing new customers to increase market share.
• Sales Reporting & Performance Analysis: Preparing accurate sales reports and analyzing data (like conversion rates and average transaction value) to identify improvements.
• Team Training & Mentorship: Training and coaching team members on product knowledge, selling techniques, and customer service standards.
• Promotional Execution: Implementing marketing campaigns, promotions, and special events to boost store traffic and sales.