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Aditya Birla Capital Limited (“ABCL”) is a listed systemically important non-deposit taking Non-Banking Financial Company (NBFC) and the holding company of the financial services businesses. ABCL and its subsidiaries/JVs provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycles. Powered by over 63,750 employees, the businesses of ABCL have a nationwide reach with over 1,712 branches and more than 200,000 agents/channel partners along with several bank partners.
Nationwide Branches
1,712
No. of Employees
63,750+
Agents/Channel Partners
2,00,000+
Aggregate Assets
INR 5.50 Lakh Cr
Active Customer Base
39 Million
Consolidated Lending Book
INR 1.78 Lakh CrFind customised home loan solutions for your unique needs
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Aditya Birla Capital Limited
Aditya Birla Capital Limited (“ABCL”) is a listed systemically important non-deposit taking Non-Banking Financial Company (NBFC) and the holding company of the financial services businesses. ABCL and its subsidiaries/JVs provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycles. Powered by over 63,750 employees, the businesses of ABCL have a nationwide reach with over 1,712 branches and more than 200,000 agents/channel partners along with several bank partners.
Nationwide Branches
1,712
No. of Employees
63,750+
Agents/Channel Partners
2,00,000+
Aggregate Assets
INR 5.50 Lakh Cr
Active Customer Base
39 Million
Consolidated Lending Book
INR 1.78 Lakh CrCorporate Governance Policies
Financial and Debt-Related Policies
Business and Partnership Policies
Money management made easy
Understanding direct and indirect taxes
Know how to plan retirement well
Insurance and it's aspects for laymen
Investments and their jargon - simplified
Know all about loans and their management
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Home Finance
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Building & manage the operation processes of PMS business to ensure best in class service to the customers, which are in compliance with the regulations & adherence to the internal policies and best recommending practices
Job Context & Challenges:
Job Context
Portfolio Management Service offered to select high net worth clients who would prefer to have a part of their wealth managed by experienced investment professionals in a personalized environment. It is an important product offering linked with direct equity & Debt market. It addresses direct equity market related requirements of the HNI clients. Since the services are targeted to meeting the requirement of HNI category, the quality of service expectation is very different and expects a very superior level of service and treatment. With various new innovative products being introduced, it is very challenging to quickly adapt and implement the new initiatives. Further the product being not in the nature of a fund or standardised product, customised customer and distributor level complexities need to be managed.
Key challenges –
? Manage increasing Complexity and Volume of business.
? Timely delivery of accurate information to external as well as internal clients (i.e Investors, Distributors and Sales).
| KRA (Accountabilities) (Max 1325 Characters) | Supporting Actions (Max 1325 Characters) | |
|---|---|---|
| KRA1 | Application Management | 1. Ensuring Error free filling of PMS application form, Demat Form, Notarising etc 2. Ensuring service delivery to customers, distributors and all stake holders |
| KRA2 | Process Management | 1. Ensuring account Opening within agreed TAT in coordination with various stake holders 2. Redemption & brokerage Process completed within the agreed TAT |
| KRA3 | Co ordination with Branches | 1. Any application received in any of the branch has to be verified, validated and cleared in order to ensure that its complete in all respects 2. Inform the concerned RM and ZM ( sales and Operations) on gaps in application form including demat on T + 1 basis in order to ensure that timely account opening of PMS has been done |
| KRA4 | Enhancing customer satisfaction | 3. Ensuring the customer compliant resolution within TATs 4. Ensuring error free periodic reports and web site to clients |
| KRA5 | Management Information System | 1. Accurate and timely delivery of MIS reports to internal stake holders 2. Coordination with the vendors for required inputs |
| KRA6 | Process Improvements and automation | 1. Identify the Gaps in the existing process and implement the best recommended process in the industry 2. Automation of Key processes & MIS reports |
1 - 3 years
Graduate