Job Purpose
Facilitate the Customer, ABM Operations Team, Distributor and Fund Management Team for seamless PMS operations. SPOC with distributors for receiving the cheques from clients/Distributors and depositing the same with Banks and reporting the MIS to custodians/RMS/Dealers for clear funds in clients’ accounts.

Job Context & Major Challenges
Aditya Birla Money Ltd. (ABML) is primarily a Broking Company, deals in Equity, Commodity & Currency. Workforce of ~800 spread across ~40 locations with customer base of in excess of 3 lacs. Commodity operations are managed through its 100% subsidiary Aditya Birla Commodities Broking limited. ABML is one of the leading securities trading companies in the country. ABML operates in a fragmented equity broking business and has a daily turnover of close to 3,000 Crores with a market share of 1%. ABM works in a highly regulated environment with a host of regulators like SEBI, RBI, AMFI, FMC, IRDA etc. regulating its day to day operations.



In addition to the regulator ABML is also subject to close monitoring and inspection through various agencies like NSE / BSE / NCDX / MCX / NSDL / CDSL etc. ABML also operates in a highly competitive market mainly in fragmented industry with ABML competition from major National Broking houses like ICICI Securities, HDFC Securities, Angel Broking, MOFSL etc. and a range of local Broking outfits.

Critical Skill Sets That This Profile Requires Are
Should have communication skills. Ensuring multi-tasking with a quick response and ensure proper reporting of Daily Fund Inflows/Outflows. Back up for KYC documentation as per compliance and back up for updating trades in terminal. Should have basic Knowledge for KYC of PMS accounts.

Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
KRA1 PMS Funds deployment reporting
- Reporting of explicit funds available in DPMS/NDPMS/NRI bank accounts or stock transfer by the clients to the concerned departments

📌 Trade Advisor (Maharashtra)
🏢 Aditya Birla Capital
📍 Maharashtra