Relationship Manager - Ranchi

Role overview

This position focuses on nurturing existing client and partner relationships, bringing in new relationships, and consistently delivering the sales outcomes expected from those accounts.

Business context

Aditya Birla Capital’s mutual fund business operates as a major fund house in India, with a large national footprint, wide distribution reach, a strong customer base, and a substantial assets-under-management position. The organization serves investors through a broad portfolio that includes equity, hybrid, debt, treasury, portfolio advisory, and offshore investment offerings. It is known for a research-led investment style, ethical service standards, and ongoing use of technology and product innovation.

The business operates in a highly competitive and regulatory-driven environment, which requires balancing growth and profitability while staying aligned to changing compliance expectations. Its operating strengths include technology adoption, product innovation, a research-oriented investment process, a multi-channel distribution structure, active regulator engagement, and a strong focus on employee engagement and people management.

Key challenges

• Building strong recall for the company’s schemes among a broad distributor base.
• Keeping up with rapidly changing market developments and distributor intelligence.
• Resolving investor service concerns quickly and effectively.

Responsibilities

• Grow sales from the assigned set of relationships and support regional achievement goals.
• Study market information to find new prospects, make direct sales pitches, and work with channel partners to expand business.
• Map distributor profiles and align offerings to their needs so that business continues consistently.
• Meet target levels for new folios and new SIP additions.
• Carry out distributor empanelment and activation activities.
• Maintain regular communication and meetings with distributors.
• Share product updates and other relevant information on time.
• Plan and run partner training sessions and engagement activities.
• Maintain full compliance with internal reporting and audit requirements.
• Submit weekly updates to Regional Heads and Channel Heads.
• Keep the sales portal updated with the required information for reporting and analysis.
• Support installation of advertising and promotional materials to improve visibility of the brand.

Additional information

Focus areas for success include managing partner relationships, building new business, supporting distributor activation, maintaining disciplined reporting, and ensuring prompt service resolution in a competitive mutual fund distribution environment.