relationship manager-retail sales
Aditya Birla Capital
| Company | Aditya Birla Capital |
| Category | Sales |
| Location | amritsar |
| Remote | — |
| Employment | Not stated |
| Level | Manager |
| Salary | Not stated by the employer |
| First seen | 3 Aug 2026 (the employer did not state a posting date) |
| Last verified | 10 Aug 2026 |
| Source | The employer's own careers page (company_site) |
Description
Retail Sales Execution
• Drives ongoing sales from the defined relationships and contribute towards regions achievements
• 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
• Achieving sales targets and increasing market share of branch vis a vis industry.
Distributor Empanelment & Engagement
• Conducts regular meetings and contact with the distributors
• Undertakes empanelment and activation of distributors
• Disseminates updates and other product related information in timely manner
• Organizes and executes trainings and engagements for partners
• Managing and maximizing business from Client Relationships through prompt service.
Reporting and compliance
• Ensures 100% compliance with internal reporting & audit systems
• Provides weekly reports to BM, Regional Heads and Channel Heads
• Updates sales portal with requisite information to facilitate information collation and analysis
• Undertakes installation of advertising and publicity materials for brand visibility
Knowledge & Know How
• Candidate is expected to have general understanding of market knowledge & macroeconomics.
• Broad understanding of financial products & investment options
• Complete understanding of mutual fund industry and type of products AMC offers
• Fundamentals of financial planning
• Sound knowledge on investment planning
• Basic understanding of regulatory framework
• Basic excel