Sales Support Executive

PeopleStrong; West Bengal; On-site; INR 300,000 - 550,000; Full time

Job summary

ABSLAMC in India seeks a dedicated Institutional Sales Support executive to act as a single point of contact for service issues, bridging the team with customer service, operations and distributors.

The role focuses on servicing channel partners like wealth counters and investors, ensuring timely information flow, regulatory compliance and seamless broker/mobilisation support across the Karnataka region.

Qualifications

• Bachelor's degree or equivalent is preferred.
• Strong communication and coordination skills.
• Willingness to work across multiple teams and channels.

Responsibilities

• Provide information/reports to channel partners and teams; meet requirements on time.
• Visit key service RM of private banks and wealth counters as needed.
• Interact with internal teams, distributors, RO, HO and CAMS regularly.
• Maintain alignment between team and distributors; provide feedback on products and services.
• Prepare MIS for the Karnataka region and share with Channel Head and Branch Managers.
• Submit reports on time and accurately to support performance review.
• Comply with regulator procedures and internal compliance.

Skills

Operation

Graduate

Job description

DEPARTMENT-3 Institutional Sales

Country India

Function Services Operations

Skills

Skill

Operation

Graduate

CERTIFICATION

Job Description

Job Purpose

To serve as a single point of contact to the Institutional Sales Team for any service related issues. To function as a link between the team and inter department personnel (i.e customer service, operations etc). Actively engage in channel partners especially with Wealth Counters and help the team to focus on their major role and also enhance investor relationship.

Job Context:
ABSLAMC offers investors a range of comprehensive investment options, which includes diversified and sector specific equity schemes, hybrid funds and a wide range of debt and treasury products. Its offerings also include Portfolio advisory services for High Net worth individuals as well as offshore funds for Non Resident Indians. There are approx. 119 schemes managed by the organisation as on Nov 2017. The Company follows a long-term, fundamental research based approach to investment and thrives to provide a transparent and ethical services to its investors.
One of the key challenges for ABSLAMC has been to maintain a balance between moving with dynamic and constantly changing regulatory norms of the country and maintaining growth and profitability in the extremely competitive market. And 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 also to improve efficiency for its stakeholders, whether it is employees, clients or distributors
Product Innovation-ABSLAMC has been known to be a pioneer in terms of products and has a history of launching innovative, category defining products like Birla Cash plus, etc.
Research based approach-ABSLAMC has one of the largest team of research analyst dedicated to tracking down the best companies to invest in
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-ABSLAMC 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-ABSLAMC 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 –
Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.
Unavailability of relevant information on time.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Providing necessary information/ reports to Channel Partner and Team Timely meeting Team and Channel Partner requirements.
Occasionally Visiting Key Service RM of Private Banks and Wealth Counter
Actively interacting with the Internal Team, distributors, RO, HO and CAMS

KRA2 Maintaining a proper correlation between Team and Distributors. Build internal channel, distributors. Provide structured feedback for new products & service ideas. Performance Updates, Analysis, mailing and dispatches, database maintenance.
Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch Managers

KRA3 Preparing reports for the business development Ensure to submit reports on time and accurately. Thus helping the team understand the performance at individual level

KRA4 To act according to compliance & regulator procedures. Adhere to the compliance & regulator procedures always.

KRA5 Actively interacting with the Internal Team, distributors, RO, HO and CAMS for issues related to broker mobilization and payments, investments, redemptions, non-receipt of statements, dividends, product information, operational information etc To have a effective communication with internal and external channel on presale and post sales job