Relationship Manager - Direct HNI, Andheri

Aditya Birla Sun Life Asset Management Ltd (AMC); Maharashtra; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) invites applications for a sales-focused role to manage a set of investor relationships, acquire new ones, and drive achievement of sales targets across ABSLAMC schemes.

The role emphasizes expanding network with distributors, pitch presentations, and ensuring quick resolution of service issues while maintaining brand visibility through promotional activities and market insights.

Responsibilities

• KRA1 Reporting and compliance: Ensures 100% compliance with internal reporting & audit systems; Provides weekly reports to Regional Heads and Channel Heads; Updates sales portal with requisite information to facilitate information collation and analysis; Undertakes installation of advertising and publicity materials for brand visibility.
• KRA2 Retail Sales Execution: Drives ongoing sales from the defined relationships and contributes towards regions' achievements; Obtains and analyzes information from market to identify new clients; makes direct pitches, liaises with channel partners to increase sales; Profiles distributors and caters to their requirements to ensure ongoing business from them; Ensures targeted number of folios are added and achieves targeted amount of new SIPs.

Job description

Job Purpose

This role is responsible for managing a set of relationships, acquisition of new relationships and driving achievement of the sales target expected from the relationships.

• Creating 'top-of-mind' recall for ABSLAMC schemes from extensive bouquet of products available with distributor base.

Job Context & Major Challenges

Constant updation of market information about distributors and knowledge of trends and information in very dynamic market conditions.

Ensuring that all service related issues of investors are sorted out within a quick turnaround time.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

KRA1 Reporting and compliance o Ensures 100% compliance with internal reporting & audit systems

• Provides weekly reports, to Regional Heads and Channel Heads
• Updates sales portal with requisite information to facilitate information collation and analysis
• Undertakes installation of advertising and publicity materials for brand visibility

Supporting Actions (Max 1325 Characters)

KRA2 Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements

• Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
• Profiles distributors and caters to their requirements to ensure ongoing business from them
• Ensures targeted number of folios are added and achieves targeted amount of new SIPs