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 recent 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 new 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-Jodhpur (India)
🏢 Aditya Birla Sun Life Asset Management Ltd (AMC)
📍 India