Role: Relationship Manager IFA / Retail Sales
Function: Sales Mutual Fund Distribution
Primary Channel: Independent Financial Advisors (IFAs)
Location - Cuttack , Ranchi , Shillong , Bilaspur
Key Responsibilities:
- Manage and develop relationships with existing IFAs/distributors.
- Identify and onboard recent IFAs and potential distribution partners.
- Drive gross sales, net sales, SIPs, folio additions and AUM through the IFA channel.
- Conduct regular meetings with IFAs to understand their business requirements and investment trends.
- Educate IFAs about Aditya Birla Sun Life Mutual Fund products, schemes, market developments and new initiatives.
- Increase wallet share/business from existing IFAs and help them grow their client base.
- Activate newly empanelled distributors and ensure regular business generation.
- Conduct product presentations, training sessions and distributor engagement activities.
- Provide timely service and resolve distributor/client-related issues by coordinating with internal teams.
- Track competitor activity and market intelligence to identify business opportunities.
- Ensure adherence to AMFI/NISM, regulatory, internal compliance and reporting requirements.
- Maintain sales reports, CRM/sales portal updates and provide periodic updates to management.
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