Relationship Manager - Guwahati

Job Purpose

This position is focused on nurturing an assigned set of client relationships, bringing in new relationships, and delivering the sales outcomes expected from those accounts.

Role Context

The role sits within BSLAMC, the fund management business behind Birla Sunlife Mutual Funds. At the time referenced in the source, the organisation was among India’s leading fund houses, with a large average AUM base, a broad distribution footprint, and a sizeable customer base. The business offers a wide investment product range, including equity, hybrid, debt, treasury, portfolio advisory solutions for high net worth individuals, and offshore funds for non-resident Indians. It follows a long-term, research-driven investment philosophy and emphasizes transparency and ethical service.

Business Environment and Challenges

The role operates in a market shaped by evolving regulations and intense competition, where growth and profitability must be maintained alongside compliance and client service standards.

• Building strong recall for the company’s schemes across a wide product bouquet used by distributors.
• Keeping market knowledge, distributor information, and trend awareness continuously current in a fast-changing environment.
• Resolving investor service issues quickly and efficiently.

Key Strengths of the Organisation

• Strong focus on technology adoption to improve stakeholder efficiency and support innovation.
• A track record of product innovation and category-defining launches.
• A research-led investment approach backed by a large analyst team.
• A multi-channel distribution model that includes direct channels, independent financial advisors, national distributors, and banks.
• Active engagement with the regulatory ecosystem through industry representation.
• A people-focused culture that measures employee sentiment through satisfaction, say, stay, and strive.

Primary Responsibilities

• Drive sales from the assigned relationship base and contribute to regional performance goals.
• Identify new business opportunities through market intelligence and direct client engagement.
• Work with channel partners to expand sales and strengthen distribution relationships.
• Understand distributor needs and tailor support to sustain ongoing business.
• Ensure achievement of folio addition and new SIP targets.
• Build, maintain, and activate distributor relationships through regular interactions.
• Share timely product information, updates, and relevant communication with partners.
• Plan and conduct training sessions and engagement activities for distributors.
• Maintain complete compliance with internal reporting and audit requirements.
• Submit weekly updates to regional and channel leadership.
• Keep the sales system updated with accurate information for analysis and reporting.
• Support brand visibility by overseeing installation of advertising and promotional materials.

Additional Information

The source content also highlights the organisation’s scale, footprint, and product mix as context for the role. It mentions approximately 180 locations across the country, about 45,000 IFAs, 190 national distributors, 85 banking partnerships, offshore presence in Singapore, Dubai, and Mauritius, around 1,000 employees, more than 2.5 million customers, and roughly 176 schemes managed as of December 2015.