Team Member - PMS Support

About the Role

This role aims to provide assistance in management information system (MIS) and analytics tasks. It includes collaboration with branch teams to manage marketing collateral, documentation related to distribution, and coordination of events.

Company Overview

Aditya Birla Sun Life Asset Management Company (ABSLAMC), founded in 1994 as a partnership between the Aditya Birla Group and Sunlife Financial Inc., is a prominent asset management company in India. As of November 2017, it ranked fourth among fund management houses in India, with an average Assets Under Management (AUM) exceeding INR 245,000 crores. ABSLAMC leads in Fixed Income AUM and stands fifth in Equity AUM. It commands a roughly 10.73% market share of average AUM.

The company operates across more than 200 locations nationally, maintaining relationships with around 65,000 Independent Financial Advisors (IFAs), 210 National Distributors, and 85 banking partners. It also has international presence with offices in Singapore, Dubai, and Mauritius and employs approximately 1,250 personnel including associates. ABSLAMC serves over 5.2 million customers with total gross sales approximating 14 lakh crores. Its portfolio includes diversified equity, hybrid funds, numerous debt and treasury products, high net worth individual portfolio advisory services, and offshore funds for NRIs.

The organization emphasizes a long-term, research-intensive investment approach, committed to transparent and ethical service.

Challenges and Strengths

The company continually balances evolving regulatory requirements with competitive growth and profitability. Key competitive advantages include prioritizing technology adoption, a legacy of innovative product development, a robust research team, and an effective four-channel distribution strategy encompassing direct channels, IFAs, national distributors, and banks. ABSLAMC actively engages with regulatory bodies, including the Association of Mutual Funds in India (AMFI), to influence industry standards. People management practices focus on employee satisfaction, voice, retention, and growth.

Key Responsibilities

• Coordinate closely with the Alternative Investment Fund (AIF) team to gather MIS-related data.
• Collaborate with channel managers and branch heads to understand and fulfill their data needs.
• Maintain precise and well-organized data records.
• Generate and regularly update MIS reports for zones, regions, branches, and distribution channels.
• Provide periodic reports analyzing regional trends.
• Extract relevant information from the MFDEX platform for performance tracking.
• Ensure accuracy of performance metrics such as gross sales, AUM, and net sales against plans.
• Identify key analytics insights and compile them in reports.
• Serve as the primary contact for all sales promotion collateral at branches.
• Collect branch MIS data for targeted promotional campaigns.
• Swiftly address requirements and requests from the sales teams.
• Propose new initiatives and ideas that could bolster business generation and help the team meet objectives, including product development, feature enhancements, informative sales tools, and communication materials.