Relationship Manager - ETF(Exchange Trade Funds )

Role Description

Job Specification
A. Position Details
Position Title: Relationship Manager– ETF Sales
Grade Deputy Manager/ Manager
Department: ETF
Sub-Department: ETF
Immediate Supervisor’s
Position Title: Regional Head – Retail Sales
Functional Reporting Position
Title Head – ETF Sales
B. Demographics
Role Manager - ETF Business Development
Education Background MBA / PGDBM
Work Experience 4 - 10 of experience.

Critical Skills Required

1. Expert in articulating and communicating effectively
2. Problem solving
3. Technical Knowledge and Market Knowledge
4. Influencing
5. Customer management and objection handling
6. Target oriented with proper adherence to compliance

C. Role Purpose
Responsible to enable ETF sales by leveraging product knowledge and supporting the zonal sales team.
Primarily responsible for conducting product trainings and knowledge sessions for distributors,
investors and internal employees and achieving ETF business targets for the assigned Region. To be the
Single point of contact for all ETF related sales closures & queries of the team and investors
D. Key Accountabilities
1) Responsible for Concept Selling across the region, leveraging mapped distributor & investor
2) Drive Sales through National & Regional Distributors, RIAs, Wealth & other retail distribution
3) Design and execute sales strategies with local distribution channels and broking platform
4) Responsible for ETF targets(Net Sales, Investor Count, IAP Events) for the Zone and to create
positive environment to drive passive products sales
5) To conduct Regular Training and Knowledge Sessions for distributors, Internal Employees &

investors across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated
with any product related information
6) To conduct Regular individual & group meetings with investors and articulate products and
Market Outlook effectively, position products in the best interest of all stakeholders, simplify all
aspects of Capital market
7) Grow, develop and activate new distribution and business verticals – PMS, PFs, Broking, Family
8) Providing critical ground level feedback for enhancing business activities, products & any other
feedback based on customer & team interaction
9) Give market feedback to central team on Competition Products Positioning and Product sales in
10) Recommend ETF's as part of Asset Allocation / Core portfolio to investors directly or through RM's