Relationship Manager-Retail Sales- Faridabad

Birla Carbon; Faridabad District; On-site; INR 400,000 - 640,000; Full time

Job summary

Aditya Birla Group is seeking a Relationship Manager-Retail Sales for Faridabad. The role focuses on growing client relationships, identifying new business opportunities, and driving registrations for mutual funds and SIPs. You will liaise with distributors, conduct trainings, and ensure compliance and timely reporting.

You will work within the Retail Sales team to expand market share, achieve sales targets, and provide prompt service to clients while maintaining regulatory adherence.

Qualifications

• Knowledge of market dynamics and macroeconomics.
• Understanding of mutual funds and financial products.
• Fundamentals of financial planning and investment options.
• Regulatory framework awareness.

Responsibilities

• Drive ongoing sales from existing relationships and contribute to regional targets.
• Identify new clients via market information, direct pitches and channel partners.
• Profile distributors and tailor solutions to secure ongoing business.
• Achieve targeted folios and SIPs, expand market share for the branch.
• Conduct regular distributor meetings and empanelment/activation.

Skills

Sales

Relationship management

Market knowledge

Investment concepts

Financial products

Job description

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

Relationship Manager-Retail Sales- Faridabad

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