20 Aug
|
Aditya Birla Capital
|
Maharashtra
20 Aug
Aditya Birla Capital
Maharashtra
Job Purpose
- Job Purpose:
To manage customer interactions across all business segments, within the laid down SOPs and regulatory guidelines. The job requires prompt and efficient resolution and redressal of investor’s grievances and queries resulting in to a uniform and best in class service experience to all external as well as internal stake holders. The job also entails actively engaging with investors who are exiting, with an intention of retaining or winning back investors.
Job Context & Major Challenges
Job Context: Job Context -
The job involves effective handling of investors and distributors interactions of diverse nature. Both Mumbai -IH & Delhi are two of the largest branches of the company. On a day on day basis these branches handle an average of 250-300 transactions having a collective value of approx. Rs. 5,000 – 5,500 crores.
These two branches also handle the biggest chunk of institutional investors. Together these two branches support a business size which caters to 32% of the overall investor base and around 67% of the overall AUM.
Around 30% of the pan India distributors (which include IFAs, National Distributors & Banks) are being supported from these 2 locations. This team supports a sales team of 30 – 35 persons.
Mumbai - IH Delhi % compared to pan India
Investor Base 543,000 137,000 32.38%
AUM 38,674 9,949 67.53%
Distributor Base 6,936 1,524 29.13%
Owing to the large volumes and the investor base which forms a large share of Institutional transactions, the criticality of the interactions handled by these 2 branches are high, ranging from a simple query to a complicated issue faced by an Institutional investor.
On a day on day basis the job requires to handle around 45- 50 such interactions. The job has to ensure that these interactions are handled with utmost sensitivity.
An important and challenging part of the job is to engage with those set of investors who are seen to be exiting the fund and in case of SIPs whose tenure is appr
📌 Deputy Manager (Maharashtra)
🏢 Aditya Birla Capital
📍 Maharashtra