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 current 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 new 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 (India)
🏢 Aditya Birla Sun Life Asset Management Ltd (AMC)
📍 India