Relationship Manager - Saltlake

Role Overview

This position focuses on nurturing existing client relationships, building new ones, and helping deliver the sales outcomes expected from the assigned network.

Organization Context

The hiring organization traces its roots to 1994 and is a joint venture between Aditya Birla Group and Sun Life Financial Inc., a major financial services company based in Canada. The asset management business is a large mutual fund house in India, with a significant AUM base, a wide distribution footprint, and a broad product range spanning equity, hybrid, debt, treasury, portfolio advisory, and offshore offerings. The business is known for a research-led investment style, technology adoption, product innovation, strong distribution reach, and active engagement with regulatory and industry bodies.

The company operates across many locations nationwide through direct branches and online channels, independent financial advisors, national distributors, and banking partners. It also serves a large customer base and manages a wide portfolio of schemes. The operating environment requires balancing regulatory changes with growth and profitability in a highly competitive market.

Key Responsibilities

• Drive sales from the assigned set of relationships and help meet regional business goals.
• Identify potential customers by studying market information and approach them directly or through channel partners.
• Understand distributor needs and profile them appropriately to support continued business.
• Work toward adding the required number of folios and achieving the target volume of new SIPs.
• Maintain regular interaction with distributors through meetings and follow-ups.
• Support distributor empanelment and activation activities.
• Share product updates and other relevant information in a timely manner.
• Plan and conduct partner training sessions and engagement activities.
• Ensure complete adherence to internal reporting processes and audit requirements.
• Submit weekly updates to Regional Heads and Channel Heads.
• Keep the sales portal updated with all required information for tracking and analysis.
• Coordinate installation of brand visibility and promotional materials.

Additional Information

The role is based in Saltlake, West Bengal, and is an onsite, full-time position. The source did not specify compensation, eligibility criteria, number of openings, start date, or application deadline.

Working Style

This role requires regular coordination with distributors, internal stakeholders, and regional leadership, along with strong attention to compliance, reporting, and execution discipline.