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Overview

This position is accountable for managing existing client relationships, acquiring new clients, and achieving sales targets linked to these relationships in the mutual fund domain.

Company Background and Market Position

Aditya Birla Capital Asset Management is the fund manager for Birla Sunlife Mutual Funds, ranking as the 4th largest fund manager in India with an average Assets Under Management (AUM) exceeding INR 1.4 lakh crore as of December 2015. The firm holds the top position in Fixed Income AUM and stands 5th in Equity AUM among 42 fund houses nationally. Its market share is approximately 10.2%, boasting a customer base growth of 20% year-on-year, currently serving over 2.5 million clients. The company's distribution includes 45,000 Independent Financial Advisors (IFAs), 190 National Distributors, and 85 banking partners, with a presence in around 150 Indian locations and overseas offices in Singapore, Dubai, and Mauritius.

Products and Services

BSLAMC provides diverse investment solutions covering sector-specific and diversified equity schemes, hybrid funds, treasury, and debt products. They also offer portfolio advisory for High Net Worth individuals and offshore funds for Non-Resident Indians. As of December 2015, the firm managed 176 schemes, committed to a research-driven, transparent, and ethical investment model.

Key Strengths

Leadership in technological innovation enhancing stakeholder efficiency
Product innovation with pioneering category-defining offerings
Large dedicated research analyst team for investment decisions
Robust four-pronged distribution network including direct channels, IFAs, National Distributors, and banks
Proactive regulatory engagement through AMFI board participation
Focused people management using the Satisfaction, Say, Stay, and Strive framework

Challenges

Establishing top-of-mind awareness for BSLAMC's extensive product portfolio among distributors
Keeping updated with dynamic market trends and distributor market intelligence
Ensuring swift resolution of investor service issues

Primary Responsibilities

Drive continuous retail sales through relationship management and regional target achievement
Identify prospective clients by analyzing market information, conducting outreach, and collaborating with channel partners
Profile and address distributor needs to sustain ongoing business and attain folio and SIP targets
Conduct regular distributor meetings, facilitate empanelment, and activate distributors
Deliver timely product updates and organize training sessions for distributor engagement
Ensure full compliance with internal reporting and audit requirements
Provide weekly status reports to Regional and Channel Heads and maintain sales portal data
Coordinate placement of advertising and publicity materials to boost brand visibility

Relationship Manager - Patna

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