Designation: Assistant Manager

Location: India Rajasthan Ajmer

Organization: Financial Services

Job Description:

Job Responsibilities:

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 current 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

📌 Relationship Manager-Retail Sales-Ajmer (Rajasthan)
🏢 Aditya Birla Group
📍 Rajasthan