Sales Support, Institutional Sales, Chennai

Aditya Birla Sun Life Asset Management Ltd (AMC); Tamil Nadu; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) is seeking a proactive Institutional Sales support professional in India to serve as a single point of contact for service-related issues, bridging between the sales team and internal departments. You will engage with Wealth Counters and channel partners to strengthen investor relations.

The role emphasizes timely MIS reporting, accurate data sharing, and compliant operations across multiple stakeholders including private banks and distributors.

Qualifications

• Experience in managing institutional channel partners and distributors.
• Ability to prepare MIS and reports for business regions.
• Adherence to regulatory and compliance procedures.

Responsibilities

• Providing information/reports to Channel Partner and Team on time.
• Occasionally visiting Key Service RM of Private Banks and Wealth Counters.
• Interacting with Internal Team, distributors, RO, HO and CAMS.
• Building internal channel and distributor networks; providing feedback for new products and services.

Skills

Channel management

MIS reporting

Client servicing

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/Job Challenges

Key Challenges for the role are as follows:

• Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.

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 & Major Challenges

Job Context/Job Challenges

Key Challenges for the role are as follows:

• 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.