Designation: Assistant Manager

Location: India Orissa Bhubaneshwar

Organization: Financial Services

Job Description:

Job Purpose

Implementing the sales strategy to maximize sales from allocated channel relationships, by promoting visibility and ensuring service standards are met.

Job Context & Major Challenges

Job Context/Job Challenges:
Birla Sunlife Asset Management Company is one of the early entrants into the market with a 15 year history of Asset Management in India. It is a joint venture between the Aditya Birla Group and the Sun Life Financial Services Inc. of Canada.The Indian MF Industry has grown on the back of some really strong performance of the Indian equity market. However, it remains to be seen whether the industry has matured enough to handle the downside as well, when the performance of the market tapers, as it has since January 2008. The long term outlook for Indian equities continues to remain positive, and going forward, equity returns are expected to track the earnings growth. There is an increased interest globally on India’s fast growing asset management business. This can also be witnessed with entry of new global players in the market and a number of other global players queuing up for licenses.Other important developments have been that there has been a rise in the percentage invested in equity products as compared to debt products in the last year and decision by SEBI to waive the entry load for investors making applications for investments in existing mutual fund schemes directly.As RM,



the role is to increase visibility and goodwill among channel partners and distributors by regular interaction and ensuring prompt service for any issues. The basic idea is to keep the channels informed on company products and schemes to create awareness among the target clientele (Retail and corporate investors).

- Managing relationships of different types at the same time, which require very different approaches. (Eg. Handling IFAs is different from handling Corporate clients)
- Constant updation of Market information about distributors and Knowledge of Debt & Equity Market in a very energetic Market.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis.

Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales.

KRA2

Managing Client Relationships through prompt service, visibility and training.

- Meeting distributors/IFAs/NDs on a regular basis

- Disseminating updates and other product related information in timely manner

KRA3

Managing Client Relationships through prompt service, visibility and training.

- Meeting distributors/IFAs/NDs on a regular basis

- Disseminating updates and other product related information in timely manner

KRA4

Adhering to sales and reporting standards.

Compliance with internal reporting & audit systems

📌 Relationship Manager - EM - Balasore (Odisha)
🏢 Aditya Birla Group
📍 Odisha