Job Purpose

The purpose of our distributor expansion initiative is to enhance distribution footprint across the geographies by empaneling and welcoming new distributors, also create the e-learning platform to assist prospective partners to explicit the mandatory NISM-VA examination exam.

Job Context & Major Challenges

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 to improve efficiency for its stakeholders, whether it is employees, clients or distributors

Strong 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 Companys direct Channels (branches/online), Independent Financial Advisors (IFAs), National Distributors (ND) and Banks.

Regulator Interface - BSLAMC 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 - BSLAMC 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:

a) Legacy driven processes and systems for client service, which need to be recast in the context of increased expectations from clients.

Managing service delivery as per the requirements of the business and in lines with the industry benchmark by setting up standards and tracking it periodically.

Key Result Areas

KRA (Accountabilities)



(Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Inbound and Outbound calls handling through UBONA for various campaigns under SamparkAgent calls & guides MFDs for getting empaneled with Birla, also addresses their queries through mails & callsKRA2Inbound and Outbound calls handling through UBONA for Privilege Club MFD loyalty programAgent addresses MFD queries on calls & mails, coordinates with multiple teams to handle high end queries. Also works on incomplete child scholarship application at every month end & gets them approved.KRA3Unregistered Privilege Club MFD callingAgent calls & MFDs who are empaneled with Birla but not registered & unaware about Privilege Club. Also guides about registration process & benefits of Privilege Club.KRA4Welcome callingAgent calls empaneled MFDs for a warm welcome & guides them about further process, training sessions & digital platform.KRA5Rejection callingAgent guides MFDs whos empanelment application is being rejected due to mismatch in basic details, rectifies the error & gets them re-empaneled.KRA6Activation- Shubharambh callingAgent completes Shubharambh registration on MFDs behalf, sends training link through mail & MSG. Reminder calling is done a day before training. Also co-hosted Shubharambh training program, which happens monthly.

Worked on creating Shubharambh program logo & creative invitation.KRA7Other projects handled by agentOne Click Empanelment: Agent is working on the mentioned project with respective teams to implement the idea of providing seamless empanelment experience to MFDs consequently reducing the error rate.

Agent has worked on different MSG Campaigns of Ubona.

Worked on email communications for various scenarios that will be sent to MFDs for empanelment, working with Ubona & IT team to implement the same.

has taken MFD Exam Readiness project ahead with the help of IEDD team where we are providing MFDs with best-in-class NISM 5A exam training platform has helped in creating campaign to start calling noncertified MFDs through Ubona & has prepared a script to pitch them about MFD exam readiness platform.

📌 Team Member - Sampark, Thane (Mumbai)
🏢 Financial services
📍 Mumbai