Relationship Manager - Retail Banks
MumbaiFull-timeMid levelPosted 2 months ago
Mid-level finance role at Aditya Birla Group in Mumbai. Needs a degree.
About the role
This role is responsible for managing a set of relationships, acquisition of new relationships and driving achievement of the sales target expected from the relationships. BSLAMC is a fund manager for Birla Sunlife Mutual Funds and currently ranks as the fourth largest fund Management houses in India with a total Average AUM base of over INR 1 Lakh 40 Thousand crores (as on Dec 2015).
What you'll do
- KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 Retail Sales Execution o Drives ongoing sales from the defined relationships…
- 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 requirements to ensure ongoing business from them
- Ensures targeted number of folios are added and achieves targeted amount of new SIPs KRA2 Distributor Empanelment & Engagement o Conducts regular meetings and contact…
- Undertakes empanelment and activation of distributors
What you need
- Sales
- Reporting
- Mutual funds
- Compliance
- Capital markets
- Retail sales
Good to have
- Channel sales
- Treasury