Channel Manager - Direct HNI - Kolkata

Birla Carbon; Kolkata District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Birla Carbon in Kolkata is seeking a Channel Manager to oversee client acquisition and business development for high-net-worth individuals. This role requires engaging clients regularly, driving sales growth, and ensuring compliance with regulations.

The ideal candidate will have significant experience in investment products and a proven track record in managing teams. Responsibilities also include gathering feedback from the market and facilitating client engagement programs.

Qualifications

• Proven experience in acquiring and managing high-net-worth individual clients.
• Strong understanding of investment products and business development.
• Ability to manage a team effectively and provide training.

Responsibilities

• Identify and acquire new HNI clients through self-sourcing.
• Drive client engagement programs for respective channels.
• Ensure compliance with all statutory regulations.

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Channel Manager - Direct HNI - Kolkata

Job Description

Accountability Supporting Actions

Client Acquisition & Business Development

• Identify and acquire new HNI clients through self-sourcing, references, and market networking.
• Drive business growth by pitching products and other investment avenues.
• Achieve monthly and quarterly sales targets across key parameters.

Channel Activation and Growth

• Drive activation and empanelment of new clients to achieve higher sales volumes.
• Engage with new clients to ensure activation of dormant relationships and addition of new relationships.
• Partner with corporates to ensure ongoing sales growth, ensuring positioning of ABSLAMC as a preferred and most trusted AMC.
• Facilitate segmentation within the respective channels to adapt different strategies for catering to various distributors.

Client Engagement

• Meet clients on a regular basis and identify potential ones to be earmarked for higher business opportunities.
• Disseminate updates and other product related information to respective channels on time.
• Drive client’s engagement programs for respective channel.
• Work closely with the BD team to provide feedback from the market and follows up on action plans set out by the BD team.
• Design and implement various events, contests and promotional activities to ensure visibility.

Compliance & Reporting

• Ensure that all statutory regulations related to information sharing, application processing & publicity are complied with.
• Ensure AMFI Certification of team members is updated within stipulated time.
• Furnish relevant sales reports to Regional & Zonal Head.
• Ensure that sales portal is up-to-date with requisite information provided by RMs.

Team & People Management

• Provide regular guidance and develop capabilities of team members through regular feedback sharing.
• Evaluate consolidated reports and monitor performance of RMs on a weekly basis and take corrective measures for any deviations from required achievements.

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