Designation: Assistant Manager

Location: India Maharashtra BSLAMC , Industry House

Organization: Financial Services

Job Description:

Job Purpose

To serve as a single point contact to the Institutional Sales Team for any service related issues. To function as a link between the team and inter department personnel (i.e customer service, operations etc). Actively engage in channel partners specially with Wealth Counters and help the team to focus on their major role and also enhance investor relationship .

Job Context & Major Challenges

Key challenges –
1.Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.

2.Unavailability of relevant information on time.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

Providing necessary information/ reports to Channel Partner and Team

Timely meeting Team and Channel Partner requirements.
Occasionally Visiting Key Service RM of Private Banks and Wealth Counter

KRA2

Maintaining a proper correlation between Team and Distributors. Dispatching mailers, forms, fact sheets, brokerage structure etc..



Keeping the distributors informed about any changes or current developments of the AMC

Build internal channel, distributors. Provide structured feedback for new products & service ideas. Performance Updates, Analysis, mailing and dispatches, database maintenance.
Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch Managers

KRA3

Preparing reports for the business development function like RM Wise Weekly Sales Tracker for Region , Sales MIS, Expense Tracker for Region

Preparing Reports for the team like Daily performance and Daily Inflow/Outflow

Ensure to submit reports on time and accurately. Thus helping the team understand the performance at individual level

KRA4

To act according to compliance & regulator procedures.

Adhere to the compliance & regulator procedures always.

KRA5

Actively interacting with the Internal Team, distributors, RO, HO and CAMS for issues related to broker mobilization and payments, investments, redemptions, non-receipt of statements, dividends, product information, operational information etc

To have a effective communication with internal and external channel on presale and post sales job

📌 Sales Support Executive (Maharashtra)
🏢 Aditya Birla Group
📍 Maharashtra