Cluster Head - Jharkhand

Aditya Birla Sun Life Asset Management Ltd (AMC); Jharkhand; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) invites applications for a Branch Head to drive sales at micro level, expand market share through channel partners and ensure superior service at the branch.

The role focuses on achieving targets, expanding distribution with IFAs, banks, PSUs; mentoring the team, ensuring compliance and smooth branch operations.

Qualifications

• Experience in channel sales for financial services.
• Ability to empanel and activate channel partners.
• Strong client relationship management and service focus.
• AMFI certification and regulatory knowledge preferred.
• Experience in branch administration and operations.

Responsibilities

• Achieve sales targets and increase market share through channel partners at branch level.
• Empanel and activate untapped channel partners.
• Develop and maintain relationships with retail clients to drive business volume.
• Identify and engage new distribution channel partners.
• Provide timely information on schemes; activate distributor relationships.
• Ensure regulatory and statutory compliance across the branch.
• Oversee branch administration and client service delivery for smooth operations.
• Provide sales reports to Cluster & Zonal Head.
• Lead, train, and monitor branch team for productivity; ensure AMFI certification.

Skills

Channel sales

Branch management

Team leadership

AMFI certification

Job description

Job Purpose

Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level

Job Context & Major Challenges

Job Context

As a Branch Head, major role would be to drive sales at micro level, achieve sales target through Market penetration and increase service standards, thereby increasing Visibility and goodwill among channel partners and distributors to ensure Branch profitability. Also to identify and empanel untapped Channel partners and increase business output through meeting adequate training needs

Job Challenges

• Retaining mind share of TOP business partners in the competitive environment.
• Service issues due to poor infrastructure in upcountry markets. (Eg: Lack of awareness of Internet/ E-Mail, Access issues through couriers)
• Ensuring sales against competitive products like insurance which have Generate Greater Revenue.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Achieving sales targets and increasing market share of branch vis a vis industry. 1.Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs)

• Empanling and activation of untapped and potential Channel Partners

KRA2 Managing and maximizing business from Client Relationships through prompt service Developing and maintaining relationship with retail clients, providing information and ensuring high volume of business from clients in assigned territory

KRA3 Identification & Engaging of new Distribution channel partners 1.Developing new distributor relationships at branch

• Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc.

KRA4 Monitoring Compliance to enable high alignment with systems and practises 1.Ensuring that all regulations and statutory compliances are complied with

• Assist channel partners to adhere to compliances.

KRA5 Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards

KRA6 Providing relevant reports to management for assigned territory. Furnishing relevant sales reports of the branch to Cluster & Zonal Head

KRA7 Managing and monitoring team members for better productivity 1. Facilitating regular training, guidance and development of team members

• Ensuring AMFI Certification of team members
• Monitoring performance of RM¿s on monthly basis and take corrective measures if achievement deviates from the required achievements.