Assistant Sales Manager - Corporate Annuity & Funds

Job Description
Position
Relationship Manager– Corporate Annuity
Function Corporate Annuity & Funds
Department
Retirement Benefits Band 5/5A
JOB SUMMARY:
Responsible for achieving the targets for Annuity vertical and Retail PRAN through assigned PSU/Corporates in
specific region. Responsible for executing the business plan through:
 Reaching out to prospective clients and presenting our products to the targeted audience
 Closing sale and following up on issuance
 Involvement in work site activities (putting up stalls and making presentations)
 Update the Sales process and maintain the databases as suggested by corporate solutions department
KEY RESPONSIBILITIES:
Responsible for implementing the sales plan of the assigned region
 Responsible for achieving sales targets from a select group
 Assist in launching & driving Annuity Business
 Prepare periodic sales reports
Maintain database on corporate clients and competitor information
 Update the call reports and any competitor’s information as
suggested by corporate solutions team
Continuously evaluate potential of Annuity Business in the region
 Develop specific analysis parameters
 Conduct analysis on the above mentioned potential groups and
prepare reports for the Business Head
 Collect competitor information on Annuity business
Adhere to all Organization’s policies and procedures
Measures of Success:
• Actual sales achieved vs the plan
• Accuracy and timeliness of sales reports
• Actual activity vs targeted activity
• Accuracy of competitor information; up to date
data
KEY RELATIONSHIPS:
Internal:
• Business Heads
• MLI HR & Sales Training Team
• MLI Operations Team
External:
• Top Clients (PSU/Corporate)
• All Stakeholders
DESIRED QUALIFICATIONS & EXPERIENCE:
 Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
 Min 1 year of relevant experience or 2 years’ experience in BFSI, Telecom, E Commerce etc.
 Experience in B2B sales/Corporate sales is mandatory

Job Description
Position
Relationship Manager– Corporate Annuity
Function Corporate Annuity & Funds
Department
Retirement Benefits Band 5/5A
JOB SUMMARY:
Responsible for achieving the targets for Annuity vertical and Retail PRAN through assigned PSU/Corporates in
specific region. Responsible for executing the business plan through:
 Reaching out to prospective clients and presenting our products to the targeted audience
 Closing sale and following up on issuance
 Involvement in work site activities (putting up stalls and making presentations)
 Update the Sales process and maintain the databases as suggested by corporate solutions department
KEY RESPONSIBILITIES:
Responsible for implementing the sales plan of the assigned region
 Responsible for achieving sales targets from a select group
 Assist in launching & driving Annuity Business
 Prepare periodic sales reports
Maintain database on corporate clients and competitor information
 Update the call reports and any competitor’s information as
suggested by corporate solutions team
Continuously evaluate potential of Annuity Business in the region
 Develop specific analysis parameters
 Conduct analysis on the above mentioned potential groups and
prepare reports for the Business Head
 Collect competitor information on Annuity business
Adhere to all Organization’s policies and procedures
Measures of Success:
• Actual sales achieved vs the plan
• Accuracy and timeliness of sales reports
• Actual activity vs targeted activity
• Accuracy of competitor information; up to date
data
KEY RELATIONSHIPS:
Internal:
• Business Heads
• MLI HR & Sales Training Team
• MLI Operations Team
External:
• Top Clients (PSU/Corporate)
• All Stakeholders
DESIRED QUALIFICATIONS & EXPERIENCE:
 Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
 Min 1 year of relevant experience or 2 years’ experience in BFSI, Telecom, E Commerce etc.
 Experience in B2B sales/Corporate sales is mandatory