Relationship Manager

24 hours ago

Jamshedpur Kolkata, India Aditya Birla Sun Life AMC (ABSLAMC) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Relationship Manager - JD

Job Purpose:

Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market

development and ensuring highest level of Service standards channel partners & their customers at the branch

level.

Key Result Areas:

Key Result Areas

Supporting Actions

Retail Sales Execution

o

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.

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

Candidate is expected to have general

understanding of market knowledge &

macroeconomics.

Reporting and compliance

Knowledge & Know How

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

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