Job Purpose

Responsible for managing IFAs/BANKs/ NDs and achievement of the sales target expected from those set of distributors.

To ensure attainment of maximum market share from these set of IFAs/BANKs/ NDs

Job Context & Major Challenges

Activation One of the most important aspects of the IFAs/BANKs/ NDs channel is to increase activation of the POS i.e. maximum POS selling our product. With every Relationship Manager managing a large number of relationships, to be able to reach out to them to ensure that they remain consistently active with us is a challenge.

High Market Share Creating top of the mind recall in the mind of the IFAs/BANKs/ NDs is another important challenge in this role. With the presence of over 35 players in the industry, we need to have a high recall, which will lead to enhanced market share.

Training & Updation To update the IFAs/BANKs/ NDs a challenge in itself. Market dynamics keep changing on a daily basis and it is equally significant to update the advisors frequently.

Practices adopted by competition To be able to sell your products in an environment where stiff competition forces market players to adopt various pricing and incentive strategies, which we may not be able to match.

Service issues Ensuring that all service related issues of IFAs/BANKs/ NDs and their investors are sorted out with a quick TAT. Servicing is a very critical aspect of the relationship and if issues are not sorted out in adequate time,



it may lead to relationship turning sour with distributors

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)

KRA1 Distributor Empanelment & Engagement Ensures 100% compliance with internal reporting & audit systems

Provides weekly reports, to 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

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

KRA2 Reporting and compliance Ensures 100% compliance with internal reporting & audit systems

Provides weekly reports, to 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

KRA3 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.

📌 Relationship Manager - PSU & Coop Banks, Ghatkopar (Maharashtra)
🏢 Aditya Birla Sun Life Asset Management Ltd (AMC)
📍 Maharashtra