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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
- Policy for appointment of Statutory Auditors
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Job Description
Trade Advisor - Equity
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Job Description
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 clear funds available in DPMS/NDPMS/NRI bank accounts or stock transfer by the clients to the concerned departments (Treasury, custody, fund accounting dept, ABML RMS team) on daily basis. |
| KRA2 | Fund accounting activities | •Follow up with fund accounting team, to get the reports updated in case of fresh/top up funds received either in cash/Stock. •Ensure signature verification for Redemption forms. Follow up with dealers for stock sale. •Follow up with the fund accounting team to ensure the credit proceeds are transferred to the clients. •Ensure all fees are taken before closure of the account. |
| KRA3 | Handle Queries & MIS | •Resolve client queries & processes within specified TATs related to Portfolio/Investment returns etc. •Co-ordinate for any requests pertaining to statement report from clients. •Send daily MIS for Clear Funds (fresh/top up) transferred by clients. Also, if account is activated by stock transfer, the same needs to be reported to the custody team for inward of stock. •Provide PMS reports to Distributors as per the requests received from them. |
| KRA4 | To update portfolio models time-to-time | •To timely align the model portfolios as and when the stocks are bought or sold. |
| KRA5 | To maintain daily update of NAV and share it with the Fund Management team. | •To track and maintain a base file and daily update NAV of the portfolio which is to be shared with the Internal Fund Management Team. •To maintain clear balance in clients’ accounts for monthly management fees. |
3 - 7 years
Under Graduate
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