Relationship Manager - Latur

Role overview

This position focuses on nurturing an assigned set of business relationships, bringing in fresh relationships, and delivering the sales results expected from those accounts.

About the organization

The employer is part of a financial services group founded in 1994 through a joint venture between Aditya Birla Group and Sunlife Financial Inc., a Canadian financial services company. The asset management business manages mutual funds under the Birla Sunlife brand and, as of December 2015, was among India’s leading fund houses with an average AUM of over INR 1 lakh 40 thousand crores. It held the top position in fixed income AUM and ranked fifth in equity AUM among 42 fund houses, with an average market share of around 10.2%. The investor base grew by 20% year on year to about 2.42 million from 2.01 million. Its distribution network covered 150 locations nationwide with around 45,000 IFAs, 190 national distributors, and 85 banking partnerships. The company also had overseas representation in Singapore, Dubai, and Mauritius, and employed roughly 1,000 people including on-roll and associate staff. It serves more than 2.5 million customers and had gross sales of approximately 8.8 lakh crores as of December 2015.

The organization follows a long-term, research-led investment philosophy and places emphasis on transparent, ethical service to investors. Its strengths include strong use of technology, a track record of product innovation, a deep research team, a broad four-channel distribution model, active regulatory engagement through AMFI, and a people-focused culture built around Satisfaction, Say, Stay, and Strive.

Role context and challenges

• Build strong recall for the company’s schemes across a wide distributor portfolio with many competing product options.
• Stay continuously updated on market developments, distributor profiles, and fast-changing business conditions.
• Resolve investor service issues quickly and keep turnaround times low.

Key responsibilities

• Drive sales from assigned relationships and help meet regional targets.
• Gather market intelligence, identify prospective clients, make direct sales pitches, and work with channel partners to improve business.
• Study distributor profiles and align offerings to their needs so business continues steadily.
• Push the addition of targeted folios and the achievement of planned new SIP volumes.
• Meet distributors regularly and maintain consistent contact.
• Support distributor empanelment and activation.
• Share product updates and other relevant information promptly.
• Plan and conduct partner trainings and engagement activities.
• Maintain complete compliance with internal reporting and audit processes.
• Submit weekly updates to regional and channel leadership.
• Keep the sales portal updated to support data collation and analysis.
• Arrange installation of advertising and promotional material to strengthen brand visibility.

Additional information

This is a field-facing sales role based in Latur, Maharashtra, and is expected to be performed onsite.