IFA channel - Relationship Manager

Role: Relationship Manager IFA / Retail Sales
Function: Sales Mutual Fund Distribution
Primary Channel: Independent Financial Advisors (IFAs)

Location - Cuttack , Ranchi , Shillong , Bilaspur

Key Responsibilities:

• Manage and develop relationships with existing IFAs/distributors.
• Identify and onboard new IFAs and potential distribution partners.
• Drive gross sales, net sales, SIPs, folio additions and AUM through the IFA channel.
• Conduct regular meetings with IFAs to understand their business requirements and investment trends.
• Educate IFAs about Aditya Birla Sun Life Mutual Fund products, schemes, market developments and new initiatives.
• Increase wallet share/business from existing IFAs and help them grow their client base.
• Activate newly empanelled distributors and ensure regular business generation.
• Conduct product presentations, training sessions and distributor engagement activities.
• Provide timely service and resolve distributor/client-related issues by coordinating with internal teams.
• Track competitor activity and market intelligence to identify business opportunities.
• Ensure adherence to AMFI/NISM, regulatory, internal compliance and reporting requirements.
• Maintain sales reports, CRM/sales portal updates and provide periodic updates to management.