Relationship Manager - Siliguri

Role overview

This position is focused on managing an assigned portfolio of relationships, building fresh client connections, and delivering the sales outcomes linked to those relationships.

Business context

The hiring organization was established in 1994 as a joint venture between Aditya Birla Group and Sun Life Financial Inc., a major international financial services firm based in Canada. It serves as a fund manager for Birla Sun Life Mutual Funds and is among India’s leading fund houses. As of November 2017, it managed an average AUM of more than INR 2,45,000 crores, held the top position in Fixed Income AUM and ranked fifth in Equity AUM among 42 fund houses, with an average market share of about 10.73%.

The distribution setup spans more than 200 locations across India and includes around 65,000 IFAs, 210 national distributors, and 85 banking partnerships. The company also has overseas representation in Singapore, Dubai, and Mauritius. Its workforce was about 1,250 employees (on-rolls and associates) as of November 2017, and it served over 5.2 million customers with gross sales of around 14 lakh crores. The product suite includes diversified and sector-specific equity schemes, hybrid funds, debt and treasury products, portfolio advisory services for high net worth individuals, and offshore funds for non-resident Indians. Around 119 schemes were managed at that time. The organization follows a long-term, research-led investment philosophy and emphasizes transparent, ethical service.

Key business challenges

• Build strong recall for the company’s schemes across a wide distributor base, despite the large number of competing products in the market.
• Keep pace with rapidly changing market conditions and stay updated on distributor developments and industry trends.
• Ensure investor service issues are resolved quickly and efficiently.

Primary accountabilities

• Drive recurring sales from the assigned set of relationships and support regional sales performance.
• Identify potential customers through market intelligence, make direct sales pitches, and work with channel partners to expand business.
• Understand distributor profiles and align offerings to their needs to sustain business growth.
• Achieve the planned number of folios and new SIP additions.
• Maintain regular communication and meetings with distributors.
• Support distributor empanelment and activation activities.
• Share product updates and other relevant information in a timely manner.
• Plan and deliver partner trainings and engagement activities.
• Maintain complete compliance with internal reporting and audit requirements.
• Submit weekly updates to Regional Heads and Channel Heads.
• Keep the sales portal updated for accurate information capture and analysis.
• Arrange installation of promotional and branding material to improve visibility.

Compliance and operating expectations

The role requires strict adherence to reporting and audit systems, along with accurate use of internal sales tools and timely coordination across teams and partner channels.

Additional information

The source does not specify salary, notice period, start date, application deadline, perks, or vacancy count.