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Relationship Manager – Retail Sales (Faridabad)

Aditya Birla Capital · Haryana

🇬🇧 English
Excel

Job description

About the role

We are seeking a proactive Relationship Manager to drive retail sales in Faridabad. The role focuses on acquiring new clients, managing distributor relationships, and meeting sales targets for mutual fund products.

Key responsibilities

  • Identify and pitch to prospective clients, leveraging market insights to expand the client base.
  • Maintain and grow relationships with distributors, ensuring regular engagement, empanelment, and activation.
  • Achieve targeted numbers of new folios and SIPs, contributing to branch sales and market share.
  • Provide timely updates on product information, conduct trainings for partners, and install advertising materials for brand visibility.
  • Prepare weekly reports for Business Manager, Regional and Channel Heads, and ensure 100% compliance with internal reporting and audit standards.

Required profile

  • General understanding of market dynamics, macroeconomics, and financial products.
  • Knowledge of mutual fund industry, investment planning fundamentals, and regulatory framework.
  • Basic proficiency in Excel for data analysis and reporting.

Required skills

  • Excel

Questions fréquentes

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Published 2 months ago

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Aditya Birla Capital

Haryana