Relationship Manager - Raigarh

Aditya Birla Sun Life Asset Management Ltd (AMC); Chhattisgarh; On-site; INR 450,000 - 750,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) seeks a Relationship Manager to drive sales targets, expand market share, and manage channel partner relationships at the branch level.

You will engage distributors, conduct trainings, and ensure timely information flow, with a focus on excellent service standards for partners and their customers.

Qualifications

• Experience achieving sales targets and developing market share.
• Ability to profile distributors and cater to their requirements.
• Proficiency in basic Excel and reporting.

Responsibilities

• Retail Sales Execution: drive ongoing sales from defined relationships and contribute to regional targets.
• Distributor empanelment & engagement: conduct regular meetings, empanel distributors, and organize trainings for partners.
• Reporting & compliance: ensure 100% compliance with internal reporting and audit processes, provide weekly reports.

Skills

Sales targets

Relationship management

Market research

Client acquisition

Excel basics

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