Relationship Manager - Direct channel B2C

Aditya Birla Sun Life Mutual Fund; Delhi; On-site; INR 500,000 - 700,000; Full time

Job summary

Aditya Birla Sun Life Mutual Fund in Delhi is hiring a Relationship Manager for the direct channel (B2C). You will engage with existing and prospective clients, drive sales, and grow AUM through wealth solutions and MF products.

You will focus on reactivating inactive clients, delivering tailored investment advice, and building long-term relationships with clients in the Delhi region. Prior sales experience in financial services is preferred.

Qualifications

• Identify and engage with existing and prospective client segments to generate new business.
• Develop business plans and strategies to achieve sales growth.
• Deliver wealth management solutions to clients with MF and related products.

Responsibilities

• Identify and engage with existing and prospective client segments to generate new business, increase net sales, and grow AUM.
• Develop and implement effective business plans and strategies to achieve sales and growth objectives.
• Focus on reactivating inactive clients through regular follow-ups and relationship management.
• Deliver comprehensive wealth management solutions to clients by showcasing a wide range of investment products, including Mutual Funds (MF) and debt products.

Job description

Role : Relationship Manager (Direct channel B2C)

Location : Delhi

Max Age : 32 Years

Role & responsibilities

• Identify and engage with existing and prospective client segments to generate new business, increase net sales, and grow Assets Under Management (AUM).
• Develop and implement effective business plans and strategies to achieve sales and growth objectives.
• Focus on reactivating inactive clients through regular follow-ups and relationship management.
• Deliver comprehensive wealth management solutions to HNI clients by showcasing a wide range of investment products, including Mutual Funds (MF), Portfolio Management Services (PMS),and debt products.