Zonal Investment Counsellor - West

Aditya Birla Group; Navrangpura; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Birla Carbon, part of the Aditya Birla Group, seeks a Zonal Investment Counsellor (West) at Deputy Chief Manager level. The role focuses on strengthening distributor engagements, tracking fund launches, and driving NFO-related sales.

You will coordinate with investment teams to align market knowledge with on‑ground sales efforts and nurture ongoing client pipelines. The position requires strong market insight, sales leadership, and the ability to provide actionable feedback to improve branch and

Qualifications

• Maintain constant touch with the fund team and monitor fund launches of other AMCs.
• Possess technical know‑how on our fund strengths and USPs in comparison with peers.
• Assess market conditions for sales as they change constantly.
• Lead tactical zonal drives such as NFOs to maximize sales.
• Provide critical ground feedback for enhancements gathered during branch visits.

Responsibilities

• Serve as the point of contact for all investment‑related queries and fund outlook.
• Nurture clients and create a pipeline for future business.
• Synergize with relevant departments to achieve fund objectives and market knowledge.
• Ensure alignment between the investment team and the on‑ground team.
• Increase AUM with existing clients and strengthen relationships in a competitive market.
• Collaborate with sales to expand distribution and product mix.
• Accompany senior relationship managers in distributor meetings and manage key family offices/UHNIs in the region.
• Lead sales efforts and provide market feedback to investments on product positioning.

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Zonal Investment Counsellor - West

Designation: Deputy Chief Manager

Job Description

• Maintain constant touch with the fund team and monitor fund launches of other AMCs.
• Possess technical know‑how on our fund strengths and USPs in comparison with peers.
• Assess market conditions for sales as they change constantly.
• Lead tactical zonal drives such as NFOs to maximize sales.
• Provide critical ground feedback for enhancing business activities and for branch, distribution, team, and customer‑service improvements gathered during branch visits.

Job Context

• Serve as the point of contact for all investment‑related queries and fund outlook.
• Nurture clients and create a pipeline for future business.
• Synergize with all relevant departments to achieve desired objectives on funds and market knowledge.
• Ensure alignment between the investment team and the on‑ground team.

Key Challenges

• Increase the AUM with existing clients and strengthen relationships in a highly competitive market where new players are entering.

Principal Accountabilities

Product Specialist

• Act as a product specialist for distributor engagements, delivering key sales pitches and enhancing knowledge across the team.
• Achieve product‑level targets for the zone across equity and debt products.
• Collaborate with the sales team to expand distribution spread and product mix.
• Provide market feedback to investments on competitive product positioning and sales.

Team Training & Upskilling

• Conduct regular training and knowledge sessions for internal employees across the zone, ensuring continuous knowledge upgrades.
• Run regular huddles, conference calls, and meetings with distributors, articulating products and market outlook effectively and positioning products in the best interest of stakeholders.
• Act as a bridge between the investment team and the sales force on the ground.

Stakeholder Management

• Serve as a bridge between the investment team and the sales force on the ground.
• Provide feedback to the investments team on distributor/ investor queries regarding funds/products.
• Collaborate on key accounts with the sales team, including branch visits.
• Accompany senior relationship managers in key distributor meetings (advisory IFA, UHNI, private wealth) and manage key family offices/UHNIs in the region.
• Provide critical ground feedback for enhancing business activities and drive sales.
• Lead tactical zonal drives such as NFOs to maximize coverage at all POS.

Relationships

Internal

Zonal Head – West (Daily); Regional Heads & One Down (Fortnightly); Investment/Product team (Monthly).

External

Distributors & Direct Stakeholders (Daily).