Relationship Manager-Retail Sales -Amritsar

Aditya Birla Sun Life Asset Management Ltd (AMC); Punjab; On-site; INR 400,000 - 600,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) is seeking a field sales professional to grow distributor networks and drive folio and SIP growth across assigned regions. You will engage with channel partners, provide product updates, and ensure timely reporting and compliance.

The role emphasizes market intelligence, direct client pitches, and training for distributors to maximize business opportunities while maintaining high service standards.

Qualifications

• Understanding of market dynamics and macroeconomics.
• Knowledge of mutual funds and financial products.
• Basic regulatory framework understanding.

Responsibilities

• Drive sales from existing relationships and contribute to regional targets.
• Identify new clients via market information, pitch directly, liaise with channel partners.
• Profile distributors and address their needs to sustain business.
• Ensure folios and SIPs targets are met.
• Aim to grow branch market share relative to industry.
• Maintain regular distributor meetings and activations.
• Provide timely product updates and training for partners.
• Ensure compliance with internal reporting and audit systems.
• Provide weekly reports to BM, Regional Heads and Channel Heads.
• Update sales portal with required information for analysis and planning.

Skills

Sales experience

Distributor management

Excel basics

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.

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