Relationship Manager - Retail Sales(Banking)-Delhi

Aditya Birla Sun Life Asset Management Ltd (AMC); Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) is seeking a proactive Sales Executive in Delhi to drive retail sales through existing relationships and expand its client base. You will engage with distributors, conduct trainings, and ensure timely, accurate reporting.

The role focuses on folio growth, SIP targets, and maximizing branch market share while maintaining compliance and ongoing client service.

Qualifications

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

Responsibilities

• Drives ongoing sales from defined relationships and contributes to regional achievements.
• Obtains and analyzes market information, identifies new clients, makes direct pitches, and liaises with channel partners.
• Profiles distributors and caters to their requirements to ensure ongoing business.
• Ensures targeted folios are added and targeted SIPs are achieved.
• Maintains sales targets and increases market share of the branch.

Skills

Sales

Market knowledge

Relationship building

Financial product knowledge

Investment planning

Regulatory knowledge

Excel

Tools

MS Excel

Job description

• 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.

Key Result Areas

Supporting Actions

Retail Sales Execution

• 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 & 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