Relationship Manager - Nagaon

Aditya Birla Capital; West Bengal; On-site; INR 400,000 - 640,000; Full time

Job summary

Aditya Birla Capital is hiring a Relationship Manager to drive sales targets, deepen market share, and deliver superior service to channel partners and their customers at the branch level.

The role emphasizes retail sales execution, distributor engagement, and strict reporting, with training programs and ongoing brand visibility efforts for partners across regions.

Qualifications

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

Responsibilities

• Drives ongoing sales from defined relationships and contributes towards regional achievements.
• Obtains and analyzes market information to identify new clients and pitches to increase sales.
• Profiles distributors and caters to their requirements to ensure ongoing business.
• Ensures targeted folios and new SIPs are added.
• Achieves sales targets and increases market share of the branch.
• Conducts regular distributor meetings and empanelment activities.
• Disseminates updates and other product information in a timely manner.
• Organizes trainings and engagements for partners.
• Provides weekly reports and updates to regional heads and channel heads.
• Maintains compliance with internal reporting systems and brand visibility materials.

Skills

Relationship management

Sales target achievement

Market knowledge

Distributor liaison

Training & engagement

Brand visibility & promo

Compliance reporting

Basic Excel

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 for channel partners & their customers at the branch level.

Key Result Areas Supporting Actions

Retail Sales Execution

• Drives ongoing sales from the defined relationships and contributes towards regional achievements
• Obtains and analyzes information from the market to identify new clients, makes direct pitches, and 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 a timely manner
• Organizes and executes trainings and engagements for partners
• Manages and maximizes 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 skills