Designation: Assistant Manager

Location: India Delhi Delhi - Janakpuri

Organization: Financial Services

Job Description:

Key Result Areas

Supporting Actions

Retail Sales Execution

- 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 current 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.

Reporting and compliance

- 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

Knowledge & Know How

- Candidate is expected to have general understanding of market knowledge & macroeconomics.
- 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

📌 Relationship Manager - Retail Sales(Banking)-Delhi
🏢 Aditya Birla Group
📍 Delhi