Relationship Manager - Howrah

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

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) seeks a field sales professional to drive retail sales, expand market share, and strengthen distributor partnerships across regions. You will profile distributors, target new clients, and ensure service excellence for channel partners and customers.

The role requires market knowledge, understanding of financial products and mutual funds, and strong Excel skills, with a focus on compliance and effective reporting.

Qualifications

• Market knowledge and macroeconomics awareness.
• Understanding of financial products and investment options.
• Know-how of mutual funds and AMC offerings.
• Foundations of financial planning and investment planning.
• Basic regulatory framework knowledge.
• Proficiency in Excel.

Responsibilities

• 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
• Achieving sales targets and increasing market share of branch vis a vis industry.
• Conducts regular meetings and contact with the distributors
• Undertakes empanelment and activation of distributors
• Disseminates updates and other product related information in timely manner
• Organizes and executes trainings and engagements for partners
• Managing and maximizing business from Client Relationships through prompt service.
• Ensures 100% compliance with internal reporting & audit systems
• Provides weekly reports to BM, 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

Skills

Market knowledge

Macro-economics basics

Financial products understanding

Mutual fund industry knowledge

Investment planning basics

Regulatory framework basics

Excel basics

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.

Key Result Areas:

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
• Achieving sales targets and increasing market share of branch vis a vis industry.

Distributor Empanelment & Engagement

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

Reporting and compliance

• Ensures 100% compliance with internal reporting & audit systems
• Provides weekly reports to BM, 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

Knowledge & Know How

• Candidate is expected to have general understanding of market knowledge & macroeconomics.
• Broad understanding of financial products & investment options
• Complete understanding of mutual fund industry and type of products AMC offers
• Fundamentals of financial planning
• Sound knowledge on investment planning
• Basic understanding of regulatory framework
• Basic excel