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ABCL
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 68,400 employees, the businesses of ABCL have a nationwide reach with over 1,740 branches and more than 200,000 agents/channel partners along with several bank partners.

Nationwide Branches

1,740

No. of Employees

68,400

Agents/Channel Partners

2,00,000+

Aggregate Assets

INR 5.91 Lakh Cr

Consolidated Lending Book

INR 2 Lakh Cr
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Job Description

Aditya Birla Sun Life AMC Ltd

Assistant Manager - Operations, Churchgate

Location: BSLAMC , Industry House, Maharashtra
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Job Description

Job Purpose

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 & Major Challenges

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).

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)
KRA1Application Management1. Ensuring Error free filling of PMS application form, Demat Form, Notarising etc



2. Ensuring service delivery to customers, distributors and all stake holders
KRA2Process Management1. Ensuring account Opening within agreed TAT in coordination with various stake holders

2. Redemption & brokerage Process completed within the agreed TAT
KRA3Co ordination with Branches1. 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
KRA4Enhancing customer satisfaction3. Ensuring the customer compliant resolution within TATs

4. Ensuring error free periodic reports and web site to clients
KRA5Management Information System1. Accurate and timely delivery of MIS reports to internal stake holders

2. Coordination with the vendors for required inputs
KRA6Process Improvements and automation1. Identify the Gaps in the existing process and implement the best recommended process in the industry

2. Automation of Key processes & MIS reports

Minimum Experience Level

1 - 3 years

Job Qualifications

Graduate

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