Relationship Manager - Gurugram

Birla Carbon; Maharashtra; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Group seeks a Relationship Manager in Gurugram to acquire business partners, train them on financial products and online platforms, and drive sales through a Distributors network. You will focus on retention and deeper engagement with partners to meet business targets.

You will operate within the Select Distributors framework, ensuring SOP adherence, risk controls, and customer-centric service across the partner lifecycle.

Qualifications

• > Acquire business partners and provide trainings to understand financial products and platforms.
• > Drive sales volume through partners and ensure retention of existing partners.
• > Align with SOPs, risk controls, and regulatory requirements.

Responsibilities

• Acquire new business partners consistently.
• Empanel partners with relevant customer base.
• Activate partners and ensure leads flow to meet targets.
• Organize product/sales trainings and knowledge sessions with product teams.
• Monitor quality of partnerships and product penetration.
• Devise campaigns to incentivize partners with approvals.
• Meet targets for active partners, mobilized amounts, products sold, SIP persistency.

Skills

Relationship Management

Sales Training

Partner Acquisition

KYC & Compliance

Regulatory Compliance

Cross-selling

Client Engagement

Job description

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

Relationship Manager - Gurugram

Designation : Manager

Location : India Maharashtra G-Corp Tech Park, Thane

Job Description:

Job Purpose:

Relationship Manager - B2D (Business to Distributor) will be responsible to manage and enhance relationships between a ABC and its distributors or partners to drive sales, business growth, and market expansion.

About the Financial Services Industry

India is today one of the most vibrant global economies on the back of robust banking and insurance sectors. It also is expected to be the fourth largest private wealth market globally by 2028. With an increased focus on wealth management and protection of assets, ABC is uniquely posed to reach the Indian population with a wide variety of trusted offerings under a single umbrella. The benefits of achieving a level of granularity in the business book and the opportunity to cater to these segments is immense and is increasing manifold year on year. The challenge here therefore remains as to how we capture a larger share of the opportunity by developing specific solutions to cater each segment of the business. Also by creating an inexpensive and standardized solution to increase the reach into the pockets of individuals across the country to harness on their captive business and explore new opportunities with them.

With a large customer base within ABC, there is an opportunity to cross-sell and upsell our products at an individual level. Increasingly Indian customers have started considering insurance and investment partners as extensions of wealth advisers. In this scenario it becomes extremely important to understand their psyche and then provide tailored solutions with wellness benefits which would help them meet their end objectives and bring in profitable revenue source for the company.

Select Business Context: Select Channel leads the distribution of ABC products through its network of Sales Partners called ‘Select Distributors’.

Job Context:

The incumbent is expected to acquire business partners, provide them with necessary trainings to help them understand financial products / online platform and then drive sales volume through them. An important goal for the RM is also to ensure the retention of the existing business partner. All these goals can only be achieved by significant amount of engagement with the BP to ensure that the latter perfects the art of Relationship Management with his / her clients and works with a focus on all aspects of a client’s needs – liability as well as asset products. Every customer, during his / her lifecycle, has a need for multiple products. Making sure that the BP is well aware on scoping such needs as well as offering the same through us is the need of this business.

Key Result Areas

Supporting Actions

Business Quadrant

• To consistently acquire new business partners
• To identify and empanel business partners with relevant customer base
• To manage Business partner activation & ensure adequate flow of leads to meet business targets.
• To consistently organize product / sales trainings and knowledge sessions for business partners by involving research / product teams and other relevant teams.
• To monitor the quality of business sourced through BPs and to ensure penetration of all products as well as help evaluate commercial viability
• Devise campaigns to incentivize/rewards with proper approvals form stakeholders
• To achieve the targets set by business head in terms of number ofactivepartners acquired & retained, amounts mobilized, # of products sold, persistency of SIP etc.

Process Quadrant

• Adherence to SOPs
• To ensure effective risk management & policy adherence
• Ensuring that all aspects of the SOP for the BPG team is managed in entirety.
• Ensuring the offline and online processes are adhered to, to ensure that client mapping to RMs, etc are always protected.
• Ensuring the MIS are updated basis decided frequencies and shared with the Business Team
• To help the risk team by ensuring process adherence like documentation, KYC & client profiling.
• To ensure adherence of all regulatory compliances & critical policies of the organization

Customer Quadrant - Customer satisfaction management & measurement

• Focus on ensuring that Mission Happiness is executed across relevant client sets. Ensuring focus on complaints beingrecorded adequately & resolved within pre agreed TATs including escalation matrices being developed and adhered to.

Learning Quadrant

• Focusing on self-development to ensure relevance in business. Ensuring that all regulatory tests and standards including but not only the relevant certifications are adhered to, at all times.
• Discover more about life at Aditya Birla Group