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ABCL
Aditya Birla Capital Limited

Aditya Birla Capital Limited (“ABCL”) is a listed systemically important non-deposit taking Non-Banking Financial Company (NBFC) and the holding company of the financial services businesses. ABCL and its subsidiaries/JVs provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycles. Powered by over 68,400 employees, the businesses of ABCL have a nationwide reach with over 1,740 branches and more than 200,000 agents/channel partners along with several bank partners.

Nationwide Branches

1,740

No. of Employees

68,400

Agents/Channel Partners

2,00,000+

Aggregate Assets

INR 5.91 Lakh Cr

Consolidated Lending Book

INR 2 Lakh Cr
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Job Description

Aditya Birla Sun Life AMC Ltd

Relationship Manager - Retail sales - Lucknow

Location: BN Road, Lucknow, Uttar Pradesh
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Job Description

Key Result Areas

Supporting Actions 

Retail Sales Execution

  1. Drives ongoing sales from the defined relationships and contribute towards regions achievements
  2. Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
  3. Profiles distributors and caters to their requirements to ensure ongoing business from them
  4. Ensures targeted number of folios are added and achieves targeted amount of new SIPs
  5. Achieving sales targets and increasing market share of branch vis a vis industry. 

Distributor Empanelment & Engagement

  1. Conducts regular meetings and contact with the distributors 
  2. Undertakes empanelment and activation of distributors 
  3. Disseminates updates and other product related information in timely manner
  4. Organizes and executes trainings and engagements for partners
  5. Managing and maximizing business from Client Relationships through prompt service.

Reporting and compliance

  1. Ensures 100% compliance with internal reporting & audit systems
  2. Provides weekly reports to BM, Regional Heads and Channel Heads
  3. Updates sales portal with requisite information to facilitate information collation and analysis
  4. Undertakes installation of advertising and publicity materials for brand visibility

Knowledge & Know How

  1. Candidate is expected to have general understanding of market knowledge & macroeconomics.
  2. Broad understanding of financial products & investment options
  3. Complete understanding of mutual fund industry and type of products AMC offers

 

  1. Fundamentals of financial planning
  2. Sound knowledge on investment planning 
  3. Basic understanding of regulatory framework
  4. Basic excel

 

Minimum Experience Level

1 - 4 years

Job Qualifications

Graduate

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