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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

Team Member - Customer and Distributor Services

Location: Mumbai - Goregaon (R-Tech), Maharashtra
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Job Description

In line with increase in demand for customized investment solutions, AMC has increased its forcus on Alternate Business. It has now become one of the key focus areas for AMC. 

AIF business is a preferred business class and has gained spectacular traction. AIF Operations must be scalable and de-risked to face all operations challenges in efficient and proactive manner.

Ensure all outsourced functions are streamlined to keep pace with growing business demands cost effectively. Vendor management is key to achieve improved standards.

Reengineer and automate key processes with well-defined project plans.


KRA Description: Communications to stakeholders

Supporting Action

1. Monitoring all client related communication send through RTA in consulation with the TL

KRA Description: Regulatory -Compliance activities

Supporting Action

1. This comprises of:-

        1. Regulatory Freeze / unfreeze Recon.

        2. AIF RBI Reporting.

        3. Distributor - Code of Conduct, NISM certification regular update & communication

        4. Client and Distributor Master Reconciliation

KRA Description: Reconciliation

Supporting Action

1. This comprises of:- 

     1. Client Master reconciliation as maintained in Wealth Spectrum with RTA records

     2. Distributor Master reconciliation as mainatined in Expenszing system with RTA records

     3. AIF Dematerialisation Unit recon between Fund Accountant & RTA records


KRA Description: Setting up of New funds

Supporting Action

Engage proactively to set up new fund. This comprises of:- 

1. Filing up bank account opening form & onward submission with Banker to Open Bank Account

2. Co-ordiantion with Compliance, Legal team to obtain Final set of 

3. Contribution Agreement, Application form & arranging to get the printed with support of Marketing team"

4. Co-ordination with the Broker to for emapanelling & opening requisite account

5. Co-rdination with RTA for setting up New Fund in their system

KRA Description: Reconciliation of Client's Inflow

Supporting Action

1. This involves Tracking of Client's inflow and reconciliation with the application form

2. Co-ordination, follow ups with the branch team for any Rejection of funds, Non receipt of funds etc

3. Activation of Client in Wealth Spectrum Application


KRA Description: Client On-boarding

Supporting Action

1. Proactively involved in complete Client on-boarding journey for both AIF & PMS vertical. This comprises of:- 

End to end co-ordination with RTA-CAMS, Branches, Broker, DP & Custodian

Resolution of discrepancies as raised by RTA-CAMS in client's application forms, by Custody in DP forms

Creation of Client Master in Wealth Spectrum Application

Co-ordination with broker for UCC mapping

Minimum Experience Level

1 - 4 years

Job Qualifications

Under Graduate

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