Relationship Manager-Retail Sales -Amritsar

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

Job summary

Aditya Birla Group is seeking a Relationship Manager for Retail Sales in Amritsar. The role focuses on growing client relationships, driving branch sales, and expanding market presence through distributors and channels.

The candidate will engage with mutual funds and financial products, conduct trainings, and ensure compliance in reporting and branding activities within the region.

Qualifications

• General market knowledge & macroeconomics
• Broad understanding of financial products & investment options
• Mutual fund industry knowledge
• Fundamentals of financial planning
• Investment planning knowledge
• Regulatory framework basics

Responsibilities

• Drives sales from existing relationships and contributes to regional targets.
• Identifies new clients via market information, pitches, and channel partners to increase sales.
• Profiles distributors and tailors offerings to maintain ongoing business.
• Ensures folios are added and targets for SIPs are met.
• Aims for sales growth and increased market share for the branch.
• Conducts regular distributor meetings and activations.
• Empanels and activates distributors; disseminates product updates promptly.
• Organises trainings and engagements for partners.
• Manages client relationships with prompt service to maximise business.

Job description

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

Relationship Manager-Retail Sales -Amritsar

Location : India Punjab Mall Road, Amritsar.

Job Description:

Key Result Areas

Supporting Actions

• 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.

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
• Discover more about life at Aditya Birla Group