Relationship Manager - Gaya

Aditya Birla Sun Life Asset Management Ltd (AMC); Nalanda; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) in India seeks a Relationship Manager to drive sales through channel relationships, expand market share and deliver high-quality service at the branch level.

You will perform retail sales execution, engage distributors, ensure timely reporting and stay informed about market trends, mutual funds and investment products while maintaining regulatory compliance.

Qualifications

• Broad understanding of market knowledge and macroeconomics.
• General understanding of financial products and investment options.
• Complete understanding of mutual fund industry and AMC products.
• Fundamentals of financial planning.
• Sound knowledge of investment planning.
• Basic understanding of regulatory framework.
• Basic Excel

Responsibilities

• Drive ongoing sales from established relationships and meet regional targets.
• Profile distributors and tailor offerings to sustain business.
• Empanel, engage, train and activate distributors; maximize partner relationships.
• Ensure compliance with reporting and audit systems; provide weekly reports.
• Update sales portal with information to support analysis and decision making.
• Install advertising and publicity materials to boost brand visibility.

Tools

Excel

Job description

Relationship Manager - Generic JD 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.

Key Result Areas

Key Result Areas Supporting Actions

Retail Sales Execution

o Drives ongoing sales from the defined relationships and contribute towards regions achievements o Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales o Profiles distributors and caters to their requirements to ensure ongoing business from them o Ensures targeted number of folios are added and achieves targeted amount of new SIPs o Achieving sales targets and increasing market share of branch vis a vis industry.

Distributor Empanelment & Engagement

o Conducts regular meetings and contact with the distributors o Undertakes empanelment and activation of distributors o Disseminates updates and other product related information in timely manner o Organizes and executes trainings and engagements for partners o Managing and maximizing business from Client Relationships through prompt service.

Reporting and compliance

o Ensures 100% compliance with internal reporting & audit systems o Provides weekly reports to BM, Regional Heads and Channel Heads o Updates sales portal with requisite information to facilitate information collation and analysis o Undertakes installation of advertising and publicity materials for brand visibility

Knowledge & Know How

o Candidate is expected to have general understanding of market knowledge & macroeconomics.

• Broad understanding of financial products & investment options o Complete understanding of mutual fund industry and type of products AMC offers o Fundamentals of financial planning o Sound knowledge on investment planning o Basic understanding of regulatory framework o Basic excel