Relationship Manager - Retail sales - Lucknow

Aditya Birla Sun Life Asset Management Ltd (AMC); Uttar Pradesh; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) is seeking a field-driven sales professional to foster distributor relationships, identify prospects, and drive mutual fund sales. You will engage channel partners, train distributors, and ensure robust folio growth and SIP uptake.

The role requires strong market knowledge, understanding of financial products, and regulatory awareness to meet regional targets and enhance market share.

Qualifications

• General understanding of market knowledge & macroeconomics.
• Broad understanding of financial products & investment options.
• Complete understanding of mutual fund industry and AMC offerings.
• Fundamentals of financial planning.
• Sound knowledge on investment planning.
• Basic understanding of regulatory framework.
• Basic Excel usage.

Responsibilities

• Drive ongoing sales from defined relationships and contribute to regional targets.
• Identify new clients from market data, make pitches, liaise with channel partners to boost sales.
• Profile distributors and cater to their requirements to sustain business.
• Ensure target folios and new SIPs are added.
• Achieve sales targets and increase branch market share.

Skills

Market knowledge

Macro economics

Financial products

Mutual funds

Fundamentals of financial planning

Investment planning

Basic Excel

Tools

Excel

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