Job Description

Business: ABC

Unit: ABSLAMC

Location: Pan India

Poornata Position Number: The job reports to the Poornata Position Number.

Poornata Position Title: Regional Manager - Business Development - Passive

Reports to: Head - Business Development - Passive

Function: BD - Passive Business

Department: Passive Business

Designation of the Employee: Regional Manager - Business Development Passive

Designation of the Manager: Head - Business Development - Passive

Date of writing/updation of JD: June 2026

1) Job Purpose:

This role is responsible to drive Passive (ETF & Index) across all sales channels at respective regional level.

2) Dimensions Remarks:

- Drive Passive (ETF & Index) sales in the given location. Continuously coordinate with Regional Heads, Center Heads & RMs to push Passive drive in the respective zones. Train RMs for passive market share.

- Track & report Passive performance (MIS, dashboards). Maintain micro level MIS for respective Zone.

- Increase in AUM/market share. Execute HO Vision & product wise strategies at zonal level.

- Strategic Alliances: Tie up with existing distributors. Identify new age distribution models and recruit them for passive fund. Conduct Event, training workshops.

3) Job Context & Major Challenges:

Organization Context:

Established in 1994, Aditya Birla Sun Life Asset Management Company (ABSLAMC) is a joint venture between Aditya Birla Group and Sunlife Financial Inc., a leading international financial services company in Canada.

ABSLAMC is a fund manager for Birla Sunlife Mutual Funds and currently ranks as the third largest fund Management houses in India.

Key Challenges for the role:

- Passive AUM growth in zone (indirect influence metric). Focus on building scheme level AUM month on month basis. Handling multi-department queries is critical parameter.

- Develop & build Distributor base, conduct training on product level, Drive product campaigns across the region. Add new distribution setup to the channel.

- MIS accuracy & timeliness, CRM discipline. Identify sales gaps with the help of MIS and implementing solutions to bridge them.

- Branch level RM Training & support system development milestones, Building product proficiency in RMs of Sales vertical.

4) Principal Accountabilities:

Business Development:

- To run product specific campaigns across sales verticals.

- To communicate with all distributors with the help of sales team and position passive products.

- To identify new MFDs/RIAs and provide end to end support in setting up business platform for them.

- Initiates dialogues on partnerships and deliverables with potential channel partners and leads their acquisition to increase the distribution reach of ABSLAMC passive products.

- Identifies new avenues like digital platforms through which ABSLAMCs passive product portfolio can be introduced.

Operational excellence:

- To liaise with operations and tech team and aid sales team to execute ETF deals.

- To set up customized distributor specific transaction processes.

- To resolve all the ongoing and existing issues with respect to transactions flow, brokerages or process flow.

- To liaise with operations, compliance and technical teams to revamp existing processes.

AUM:

- Assesses prevailing market condition & identify right product mix for each and every sales segment.

- Directly responsible to drive Day to day incremental AAUM of the Business.

- Drive NFO campaigns to maximize base AAUM.

- Run campaigns to bring incremental AAUM scheme wise.

5) Relationships:

Internal:

- MIS: Daily. To review our target & align all sales vertical with the progress.

- Operations: Daily. Assist ops team on deal execution/distributor enrollment.

External:

- Business Development: Daily. Drive net incremental AUM, coordination with various sales team, branch level meetings, distributor/partner meetings new products introduction, liaising in setting up transaction platform & operational flow, Brokerage discussion.