Company Profile:

Aditya Birla Capital Limited (“ABCL”) is the holding company for the financial services businesses of the Aditya Birla Group. Through its subsidiaries/JVs, ABCL provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycle. Powered by over 50,000 employees, the businesses of ABCL have a nationwide reach with over 1,505 branches and more than 200,000 agents/channel partners along with several bank partners.

Job description:

The role will be responsible for managing a set of relationships, acquisition of new relationships and driving achievement with Retail Banks to promote mutual fund products and services. This role requires strong sales skills, a solid understanding of mutual funds, and the ability to provide tailored investment solutions to clients.

Key Challenges for the role are as follows:

a)      Creating ‘top-of-mind’ recall for ABSLAMC schemes from extensive bouquet of products available with distributor base.

b)      Constant updating of market information about distributors and  knowledge of trends and information in very dynamic market conditions.

Ensuring that all service related issues of investors are sorted out within a quick turnaround time.

Principal Accountabilities:

Retail Sales Execution 

1. Drives ongoing sales from the defined relationships and contribute towards regions achievements.

2. Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales.

3. Profiles distributors and caters to their requirements to ensure ongoing business from them.

Ensures targeted number of folios are added and achieves targeted amount of new SIPs.

Distributor Empanelment & Engagement

1. Conducts regular meetings and contact with the distributors.

2. Undertakes empanelment and activation of distributors.

3. Disseminates updates and other product related information in timely manner.

4. Organizes and executes trainings and engagements for partners.

Reporting and compliance

1. Ensures 100% compliance with internal reporting & audit systems.

2. Provides weekly reports, to Regional Heads and Channel Heads.

3. Updates sales portal with requisite information to facilitate information collation and analysis.

4. Undertakes installation of advertising and publicity materials for brand visibility.

Relationships:

Channel Head - Strategy, Discussions related to Daily Sales Numbers/MIS and Escalation of service issues or any other pending issues.

Relationship Manager - Sales and service support required at branch level.

Operations and Customer Service - Efficient and timely application processing, high quality after sales services, and MIS for tracking the business.

Channel partners and clients - Discussions related to new and existing products, market updates, pricing and schemes, advise and resolution on service related matters.