Relationship Manager-Retail Sales-Raebareli

Aditya Birla Sun Life Asset Management Ltd (AMC); Uttar Pradesh; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) in India is seeking a high-energy sales professional to drive retail sales, SIP numbers and folio growth across regional channels.

You will identify new clients, engage distributors, and empower IFAs/banking partners through empanelment, training and timely information updates. The role emphasizes compliance and data-driven expansion across the market.

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

Job description

Key Result Areas

Supporting Actions

Retail Sales – Both gross sales & net sales & SIP numbers

• 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.

Distributor Empanelment & Engagement

• 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