Relationship Manager - Anand

Role purpose

This position is focused on managing an existing portfolio of relationships, bringing in fresh relationships, and consistently delivering the sales outcomes linked to those accounts.

Organization overview

The hiring organization is Aditya Birla Capital, specifically Aditya Birla Sun Life Asset Management Company (ABSLAMC), a joint venture formed in 1994 between Aditya Birla Group and Sunlife Financial Inc. ABSLAMC is a major asset management business in India, managing Birla Sunlife Mutual Funds and operating as one of the country's leading fund houses.

As of November 2017, the company reported an average AUM of over INR 2.45 lakh crores, ranked first in Fixed Income AUM and fifth in Equity AUM among 42 fund houses, and served a customer base of roughly 5.2 million. Its reach spans more than 200 locations, with around 65,000 IFAs, 210 national distributors, and 85 banking partnerships. The organization also had offshore representation in Singapore, Dubai, and Mauritius, along with an employee strength of about 1,250.

ABSLAMC offers a broad set of investment products including equity schemes, hybrid funds, debt and treasury products, portfolio advisory services for high net worth individuals, and offshore funds for non-resident Indians. The company follows a long-term, fundamental research-led investment philosophy and emphasizes transparent, ethical service.

The business operates in a highly competitive and tightly regulated environment, where maintaining growth while adapting to changing regulatory requirements is a major challenge. Its strengths include a strong technology focus, a history of product innovation, a large research team, and a multi-channel distribution model built around branches/online channels, IFAs, national distributors, and banks.

Key responsibilities

• Manage sales execution for the assigned relationships and contribute to the regional business targets.
• Research the market to identify prospective clients, make direct sales pitches, and coordinate with channel partners to grow business.
• Understand distributor profiles and tailor support to their needs so that business continues steadily.
• Work toward the target number of folios and new SIP additions.
• Maintain regular contact and meetings with distributors to strengthen engagement.
• Handle distributor empanelment and activation activities.
• Share timely product updates and other relevant information with partners.
• Plan and deliver training sessions and engagement initiatives for distribution partners.
• Keep internal reporting and audit processes fully compliant.
• Submit weekly updates to regional and channel leadership.
• Update the sales portal with required details to support reporting and analysis.
• Arrange installation of promotional and advertising material to improve brand visibility.

Compliance and reporting expectations

The role requires complete adherence to internal reporting and audit systems, along with regular submission of sales and activity reports to the relevant leadership teams.

Additional information

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