Relationship Manager - Nagaon

About the Role and Organization

This position is tasked with managing a portfolio of client relationships, acquiring new clients, and achieving assigned sales targets for mutual fund products. The role involves working closely with distributors and channel partners to drive sales and maintain compliance with internal standards.

The employer, originally established as Birla Sunlife Asset Management Company in 1994, is a joint venture between the Aditya Birla Group and Sunlife Financial Inc., Canada. It offers a broad range of investment options including diversified and sector-specific equity schemes, hybrid funds, debt instruments, and portfolio advisory services aimed at high net worth individuals and NRIs. The company manages approximately 176 schemes and emphasizes a research-driven, long-term investment strategy alongside transparent and ethical customer service.

Challenges and Organizational Strengths

The company operates in a highly competitive market while adapting to dynamic and evolving regulatory requirements. Key strengths sustaining growth include a strong focus on technology innovation to enhance stakeholder efficiency, pioneering product innovation such as category-defining funds, a large research analyst team, an effective multi-channel distribution network, close regulatory engagement through industry associations, and a people-centric management approach focusing on satisfaction and commitment.

Key Responsibilities

• Drive consistent retail sales growth by cultivating defined client relationships and expanding business through market research and client acquisition efforts.
• Identify new clients and distributors by analyzing market information, conducting direct pitches, and working collaboratively with channel partners to boost sales.
• Profile and support distributors to meet their business needs and sustain ongoing transactions.
• Ensure targeted onboarding of folios and new monthly investment plans (SIPs) according to sales goals.
• Conduct regular distributor meetings and outreach for relationship building and engagement.
• Facilitate empanelment and activation processes for distributors and ensure timely dissemination of product updates.
• Organize training sessions and engagement events to support distributor knowledge and effectiveness.
• Maintain full compliance with internal reporting and audit protocols.
• Prepare and submit weekly sales reports to regional and channel leadership.
• Update sales portals to support data collection and analytic operations.
• Install advertising and publicity materials to boost brand visibility and customer awareness.