Relationship Manager - IFA, Ahmedabad

Aditya Birla Capital; Gujarat; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Aditya Birla Capital in India seeks a sales professional to manage a set of relationships, drive acquisition of new relationships, and meet sales targets. The role emphasizes retail sales execution, distributor empanelment and ongoing engagement, along with rigorous reporting and compliance to ensure targets are met across the region.

The candidate will liaise with distributors, identify growth opportunities, and contribute to regional sales achievements through proactive relationship management

Responsibilities

• Retail Sales Execution – drives ongoing sales from defined relationships and contributes towards regional achievements.
• Distributor Empanelment & Engagement – conducts regular meetings and contact with distributors, undertakes empanelment and activation, organizes trainings and engagements for partners.
• Reporting and Compliance – ensures 100% compliance with internal reporting and audit systems, provides weekly reports to regional and channel heads, updates sales portal.

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.

Company Context

Established in 1994, Birla Sunlife Asset Management Company (BSLAMC) is a joint venture between Aditya Birla Group and Sunlife Financial Inc., a leading international financial services company in Canada. BSLAMC is a fund manager for Birla Sunlife Mutual Funds and ranks as the fourth largest fund management house in India with an AUM of over INR 140,000 crores as of December 2015. The company has a footprint in 150 locations across the country with approximately 45,000 IFAs, 190 national distributors, and 85 banking partnerships.

Company Strengths

• Focus on Technology – implementation of technological innovation to foster innovation and improve efficiency.
• Product Innovation – pioneer in launching innovative, category‑defining products.
• Research based approach – large team of research analysts.
• Strong Distributor Delivery Mechanism – four‑pronged sales and delivery mechanism.
• Regulator Interface – active role in Association of Mutual Funds in India (AMFI).
• People Management – 4‑S approach for workforce engagement.

Key Result Areas (KRAs)

• KRA1: Retail Sales Execution – drives ongoing sales from defined relationships and contributes towards regional achievements.
  Obtains and analyzes market information to identify new clients, makes direct pitches, liaises with channel partners to increase sales, profiles distributors, and ensures targeted folios and new SIPs are added.
• KRA2: Distributor Empanelment & Engagement – conducts regular meetings and contact with distributors, undertakes empanelment and activation, disseminates updates, organizes and executes trainings and engagements for partners.
• KRA3: Reporting and Compliance – ensures 100% compliance with internal reporting and audit systems, provides weekly reports to regional and channel heads, updates sales portal, and undertakes installation of advertising and publicity materials.