Relationship Manager-Retail Sales-Ludhiana

Aditya Birla Group; Ludhiana; On-site; INR 350,000 - 750,000; Full time

Job summary

Aditya Birla Group is seeking a Relationship Manager-Retail Sales in Ludhiana to drive revenue by leveraging existing relationships and expanding the distributor network.

The role involves identifying new clients, pitching to IFAs and banking partners, and ensuring SIP folios and investor participation while maintaining strict reporting and compliance.

Qualifications

• Experience in retail sales or wealth management.
• Ability to analyze market information to identify new clients and opportunities.
• Proven track record in building and managing distributor networks.

Responsibilities

• Drives ongoing sales from the defined relationships and contribute towards regions achievements.
• Obtains and analyses 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 number of new SIPs.
• Identify IFAs/Banking partners who have the requisite 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.
• Focus on the unique offering in this segment to maximize sales.
• To communicate and educate the distributors about its advantages and potential as a tool for wealth creation.
• To ensure that the targeted number of new investors (folios) is added.
• Ensuring that maximum existing investors of all IFAs are investing with us.
• To support IFAs in new initiatives to help them increase their client base.
• Reporting and compliance
• Updates sales portal with requisite information to facilitate information collation and analysis.

Skills

Relationship mgmt

Sales pitches

Market research

Distributor management

SIP knowledge

Tools

CRM

Job description

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

Relationship Manager-Retail Sales-Ludhiana

Job Description:

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Key Result Areas

Supporting Actions

• Drives ongoing sales from the defined relationships and contribute towards regions achievements
• Obtains and analyses 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 number of new SIPs.
• Identify IFAs/Banking partners who have the requisite 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

To achieve the targeted number of new SIPs

• Focus on the unique offering in this segment to maximize sales.
• To communicate and educate the distributors about its advantages and potential as a tool for wealth creation.

To ensure that the targeted number of new investors (folios) is added

• Ensuring that maximum existing investors of all IFAs are investing with us.
• To support IFAs in new initiatives to help them increase their client base.

Reporting and compliance

• Ensures 100% compliance with internal reporting & audit systems
• Updates sales portal with requisite information to facilitate information collation and analysis
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