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Core result areas
Assisting Actions
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 qualifications to make sure ongoing business from them
Ensures targeted number of folios are added and achieves targeted amount of new SIPs
Reaching 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
Overseeing 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 evaluation
Undertakes installation of advertising and publicity materials for brand visibility
Knowledge & Know How
Applicant 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
This opening is for the Relationship Manager-Retail Sales- Faridabad position in Faridabad.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Manager-Retail Sales- Faridabad at Aditya Birla Group.
This role requires around 2-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Aditya Birla Group's application process for this role.