Relationship Manager - Vadodara

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

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) is seeking a field sales executive to drive retail sales execution through channel partners in Gujarat. You will build relationships, pitch to potential clients, and support partners to achieve folio growth and SIP targets.

Key duties include regular partner engagements, trainings, and timely updates to sales heads, with strict compliance to reporting. This role requires travel within the region and strong commercial acumen.

Responsibilities

• 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 partners 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
• Conducts regular meetings and contact with the Bank counters
• Disseminates updates and other product related information in timely manner
• Organizes and executes trainings and engagements for partners
• Ensures 100% compliance with internal reporting & audit systems
• Provides weekly reports, to 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

Job description

Max 1325 Characters)

Supporting Actions ( Max 1325 Characters)

Key Result Areas ( Max 1325 Characters)

Supporting Actions ( Max 1325 Characters)

Retail Sales Execution through channel partners

• 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 partners 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

Engagement

• Conducts regular meetings and contact with the Bank counters
• Disseminates updates and other product related information in timely manner
• Organizes and executes trainings and engagements for partners

Reporting and compliance

• Ensures 100% compliance with internal reporting & audit systems
• Provides weekly reports, to 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