SU

Aditya Birla AMC - Relationship Manager - Retail Sales

Sun Life
Coimbatore3-6 LPA Posted 5 May 2025
FULL TIME
Mutual Funds
Nism
Amc
B2b Sales
Retail Sales

Job Description

  • Retail Sales Execution
  • Distributor Empanelment & Engagement
  • Reporting and compliance
  • 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 new SIPs
  • 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
  • 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

Preferred candidate profile

  • Candidate must have experience into Mutual Funds.
  • Preferably from AMC
  • Good communication skills
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