Expectations

Be in constant touch with the fund team and the fund launches of other AMCs.
Have technical know-how on our fund strengths and USPs in respect with other peers.
Assess the market conditions for sale as its constantly changing.
Responsible for tactical zonal drives like NFOs to maximize sales.
Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit.

Job Context

Will be the point of contact for all investment related queries and fund outlook.
Focus on nurturing clients & create a pipeline for future business.
Synergise with all relevant departments for achieving the desired objective on Funds & Market Knowledge.
Ensuring the bridge between the investment team and the team on the ground.

Key Challenges For The Role Are As Follows

Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many current players have already entered,



and some more are expected to enter this segment shortly.

Be in constant touch with the fund management team and have constant update on other AMCs

Principal Accountabilities

Accountability

Supporting Actions

Product Specialist

Function as a Product specialist for distributor engagements; Key sales pitches and knowledge enhancement across the team
Responsible for achievement of Product Level targets for the Zone across Equity and Debt products.
To work with Sales Team in increasing distribution spread and product Mix.
Give market feedback to Investments on Competition Products Positioning and Product sales in market.

Team Training & Upskilling

To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language.
To conduct Regular Huddles/ Conference Calls / Meetings wit

📌 Zonal Investment Counsellor (India)
🏢 Aditya Birla Capital
📍 India