Job Purpose

The purpose of this role is to assist in MIS and Analytics. The role also involves co coordinating with branches and ensuring all marketing collaterals, distribution-documentation, and event coordination.

Job Context & Major Challenges

Job Context: /Job Challenges:

Organisation Context

Established in 1994, Aditya Birla Sun Life Asset Management Company, (ABSLAMC) is a joint venture between Aditya Birla Group and Sunlife Financial Inc., a leading international financial services company in Canada.

ABSLAMC is a fund manager for Birla Sunlife Mutual Funds and currently ranks as the fourth largest fund Management houses in India with a total Average AUM base of over INR 2 Lakh 45 Thousand crores (as on Nov 2017). Out of the 42 fund houses in the country, ABSLAMC ranked 1st in Fixed Income AUM and 5th in Equity AUM category respectively. As of November 2017, the Average AUM market Share of the organisation was approx 10.73%.

Distribution Network: ABSLAMC has a footprint in more than 200 locations across the country with approx 65,000 IFAs, 210 National Distributors & 85 banking partnership. ABSLAMC also has its offshore presence through its rep offices in Singapore, Dubai & Mauritius. The employees’ strength of ABSLAMC is approx. 1250 employees (On rolls and Associates as on November 2017). ABSLAMC has a customer base of approx. over 5.2 million customers as on November 2017 with total gross sales of approx. 14 lac crores

ABSLAMC offers investors a range of comprehensive investment options, which includes diversified and sector specific equity schemes, hybrid funds and a wide range of debt and treasury products. Its offerings also include Portfolio advisory services for High Net worth individuals as well as offshore funds for Non Resident Indians. There are approx. 119 schemes managed by the organisation as on Nov 2017. The Company follows a long – term,



fundamental research based approach to investment and thrives to provide a transparent and ethical services to its investors.

One Of The Key Challenges For ABSLAMC Has Been To Maintain a Balance Between Moving With Dynamic And Constantly Changing Regulatory Norms Of The Country And Maintaining Growth And Profitability In The Extremely Competitive Market. And Some Of Key Strengths Of The Organization That Have Helped It To Sustain And Grow Are

Focus on Technology – The organization has been in the forefront in implementing technological innovation to foster innovation and also to improve efficiency for its stakeholders, whether it is employees, clients or distributors

Product Innovation – ABSLAMC has been known to be a pioneer in terms of products and has a history of launching innovative, category defining products like Birla Cash plus, etc.

Research based approach – ABSLAMC has one of the largest team of research analyst dedicated to tracking down the best companies to invest in

Solid Distributor Delivery Mechanism – The Company has developed a 4 -pronged sales/delivery mechanism to ensure maximum reach and penetration to the end customers. This mechanism includes Company’s direct Channels (branches/online), Independent Financial Advisors (IFAs), National Distributors (ND) and Banks.

Regulator Interface – ABSLAMC plays a key role in the Association of Mutual Funds in India (AMFI) with quite a few members of the top management being a part of the AMFI Board.



It has hence ensured that it can discuss any new Industry development from a regulatory perspective at the initial stages with the Regulator as well as the Industry Association

People Management – ABSLAMC believes in continuously measuring the perception of its people using a 4-S approach, namely Satisfaction, Say, Stay and Strive, which has enabled it to garner a workforce committed and aligned to the overall business success.

Key Challenges For The Role Are As Follows

Co-coordinating and follow-up with AIF team for any MIS related information.

Coordination with channel managers and branch heads for data related to their requirements

Ensure accuracy and appropriate maintenance of data

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)

KRA1 MIS & Analytics Maintain regular zone, region, branch, and channel MIS.

Ensure region wise trend reports are sent at regular intervals

Coordination with channel managers and branch heads for data related to their requirements

Extracting relevant data from MFDEX

Ensure accuracy and account for impact of plan v/s achievement of gross sales, AUM, net sales, etc.

Identify and report key analytics

KRA2 Branch Co-ordination One point contact for all Sales Promotion Collaterals

Collating branch MIS for specific drives

Earliest resolution of the requirement raised by the Sales team.

KRA3 Initiatives & Teamwork Come Up With New Initiatives & Ideas That Help Generate Additional Business And Help The Team Achieve Its Overall Target. These Initiatives Could Be Pertaining To

- New Product Development
- Change in product features / packaging / positioning
- Informative tools to empower the sales teams
- Product communication & information packs

📌 Team Member - PMS Support (Maharashtra)
🏢 Aditya Birla Capital
📍 Maharashtra