Relationship Manager - Retail Sales - Coimbatore

Job Description

Job Purpose

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.

Job Context & Major Challenges

Job Context / Job Challenges :

Organisation Context

Established in 1994, Birla Sunlife Asset Management Company, (BSLAMC) is a joint venture between Aditya Birla Group and Sunlife Financial Inc., a leading international financial services company in Canada. BSLAMC is a fund manager for Birla Sunlife Mutual Funds and currently ranks asthe 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). Out of the 42 fund houses in the country, BSLAMC ranked 1st in Fixed Income AUM and 5th in Equity AUM category respectively. As of December 2015, the Average AUM market Share of the organisation was approx 10.2%. The company grew its investor client base by 20% to about 2.42Mn from 2.01Mn from the previous year, thereby bagging a second position in this category.

Key Challenges for the role are as follows:
a) Creating top-of-mind recall for BSLAMC schemes from extensive bouquet of products available with distributor base
b) Constant updation of market information about distributors and knowledge of trends and information in very dynamic market conditions
c) Ensuring that all service related issues of investors are sorted out within a quick turnaround time

Key Result Areas