Fresher can Apply Accountability Supporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training. - Meeting distributors/PSU /Banks on a regular basis - Disseminating updates and other product related information in timely manner - Efficient and timely after sales support Adhering to sales and reporting standards. Compliance with internal reporting & audit systems

Job Purpose: Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & new market development and ensuring highest level of Service standards channel partners & their customers at the branch level.

Fresher can Apply Accountability Supporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training. - Meeting distributors/PSU /Banks on a regular basis - Disseminating updates and other product related information in timely manner - Efficient and timely after sales support Adhering to sales and reporting standards. Compliance with internal reporting & audit systems

Principal Accountabilities Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ insights basis requirements/demand trends in family offices Build Strong Client Relationship Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards. Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand Compliance & delivering superior value to customer Ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied All advisory provided & products suggested should be in the best interest of the client & regulatory complaint All certifications required for various product advisory & selling Knowledge & Market Intelligence Expert level knowledge on public & private markets Awareness & deep understanding of geo political & macro-economic environment Building market intelligence of client segment, through liaising with internal & external peers across financial industry Product related market intelligence in the industry, competition & the need of clients

Role & responsibilities Principal Accountabilities Accountability Supporting Actions Maintain and increase the market share with institutional clients and distributors. Develop and maintain key corporate clients, distribution houses. Ensure high conversion ratios through working closely with the RMs in negotiating and building client relationships Achieve and ensure growth vis--vis targets in YOY sales [volume and value] and new client acquisition Monitor product mix (Equity MF, Debt MF & PMS products) to ensure enhanced profitability by offering high margin products Ensuring prompt and high level of client relationship and service Carry out strategic development of key client accounts with a focus on managing existing relationships and growing overall revenue by optimizing the client experience and selling new solutions. Engage and de risk market expansion Oversee the identification of new /potential customer databases to ensure a robust sales opportunity pipeline for the Institutional Business Anticipate demands through market study, competitor information and enable RMs to analyze potential customer needs Adherence of Compliance rules, procedures and Corporate Values Provide strategic support for service excellence and ensure compliance on all regulatory and internal requirements. Team & People Management Guide and develop team members to facilitate better client engagement, customer acquisition, and more efficient business operations, helping them achieve superior performance standards Keep self and team abreast with industry trends, socioeconomic or demographics shifts and industry regulations Job Purpose of Direct Reports: Manager New Client Acquisition: Responsible for development & driving new institutional client acquisition team to provide strong AUM base to achieve the leadership position in business. Relationship Managers: Responsible to implement sales strategy, to maximize sales from existing corporate clients, build new clientele and maintain cordial relationship with corporate client to sustain consistent business growth thereby resulting in increase in market share.

Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports, to Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility

Accountability Supporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training. - Meeting distributors/PSU /Banks on a regular basis - Disseminating updates and other product related information in timely manner - Efficient and timely after sales support Adhering to sales and reporting standards. Compliance with internal reporting & audit systems

Key Result Areas Accountability Supporting Actions Develop and drive channel strategy Develops and drive the channel strategy in conjunction with the Head- Business Development, by scanning the environment, interacting with key distribution teams, tracking competitors & identifying trends /areas of opportunity. Defines and drives the implementation of the communication plan to distribution partners and internal sales team which includes focusing on certain key product categories from time to time based on Fund house view and exclusive drives executed with distribution partners. Recruitment - Expand the distribution Base to increase the channel spread By increasing the geographical spread and enrolling new channel partners (including RIA) By targeting existing non-empanelled distributors and advisors from other financial businesses Brokerage Structure and Design Create brokerage structure for entire MFD channel keeping in mind the critical aspects of regulatory guidelines, financial implication, competitiveness of commission, & competition study to create a fine balance of attractiveness & competitiveness To be aware of market trends & manage/ monitor/modify brokerage at a schemes & structure s level. Get the Business & Finance buy in for the brokerage strategy Roll out structures with sales Keep motivation levels of MFDs high Roll out time specific, period specific or scheme specific engagement activities. Ensuring timely fulfillments for such activities. Communication program for information at defined & regular intervals. Regular communication of Privilege Club for motivating MFD. Implement training & development calendar & evaluation process Basic Needs Like AMFI training to empanel distributors currently not involved into MF business. Drive training for soft / hard skills in the MFD Channel Debt & equity training module with the help of IEⅅ team. Provide support & technology platform Promote Digital Assets in MFD channel for higher brand recall. By launching distributor extranet platform Launch dedicated distributor helpdesk to resolve their queries & provide timely information needed for them to service their clients. Managing Contact Center ( Sampark ) Driving the contact center Sampark for achieving business objectives Effective use of Sampark team (19 TREs) to reach out to almost 64000 MFD’s in a faster way Driving campaigns (NFO, CSIP, digital assets etc) to achieve business objectives, communication & awareness for entire MFD channel, in addition to MFD Empanelment and activation Make use of the Privilege Club for business relevant initiatives like PC registration drive & programs to eventual make an impact on business Loyalty Programme – Privilege Club With 23000 registered MFD this program has helped us to engage with MFD and increase our market share. We provide Management Development Programs, Business Software and Social Media support, Golden Age Plan, Life Insurance, Mediclaim Insurance, Child Scholarship, Visiting Card and Stationery. Managing SELECT programme which is an exclusive program designed for top partners from Individual Businesses of Aditya Birla Capital. It is designed with a view to collaborate with these partners on a broader platform empowering them to offer complete financial solutions to their customers. Facilitate Seamless communication flow between internal and external stakeholders Understanding the thought process of the distributor and their sales plans to align internal activities along the same lines. Planning regular interactions with the Zonal and central business teams to review channel performance, share guidance and inputs on initiatives and activities across the country, offer feedback and address region specific issues if any. Manage, guide, develop and groom the team Oversees on-boarding, capability development and retention of team members to drive channel productivity Sets high performance standards and drives accountability for results Recognizes team efforts in a timely manner and provides opportunities for learning Contributes to building an environment of trust and respect for individuals

Key Result Areas Supporting Actions Achieving sales targets and increasing market share of branch vis a vis industry. 1.Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs)2.Empanling and activation of untapped and potential Channel Partners Managing and maximizing business from Client Relationships through prompt service Developing and maintaining relationship with retail clients, providing information and ensuring high volume of business from clients in assigned territory Identification & Engaging of new Distribution channel partners. 1.Developing new distributor relationships at branch2.Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc. Monitoring Compliance to enable high alignment with systems and practises 1.Ensuring that all regulations and statutory compliances are complied with2. Assist channel partners to adhere to compliances. Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards Providing relevant reports to management for assigned territory. Furnishing relevant sales reports of the branch to Cluster & Zonal Head Managing and monitoring team members for better productivity Facilitating regular training, guidance and development of team members Ensuring AMFI Certification of team members Monitoring performance of RMs on monthly basis and take corrective measures if achievement deviates from the required achievements. Role & responsibilities Preferred candidate profile

A) Key Result Areas: Key Result Areas Increase and sustain sales growth and AUM for the cluster Works with Regional Head to finalize the business plan for the financial year based on overall organizational agenda Strategizes and creates a roadmap to achieve the sales targets through increase in gross sales, net sales, AAUM and SIP count Collects market intelligence from competitors, clients and distributors to design sales strategies Business growth, distributor engagement and management Drives engagement for all channel partners in the cluster. Drives analysis to assess opportunity to engage new distributors for increasing market share Decides appropriate pricing of specific deals based on distributor analysis Proactively seeks opportunity to connect with top distributors regularly to ensure higher recall Drives addition of new SIPs to increase overall market share in the region Oversees capability building of both internal and external resources by means of regular updates and education through NIPUN initiatives Oversees activation of new IFAs to ensure business through each empanelled IFA Works closely with the marketing team to ensure increase in brand visibility and recall amongst distributors Proactively collaborates with BD team to facilitate set up of Market Representatives (EMs) in emerging markets Drives sales for emerging markets by closely monitoring business establishment and growth through EMs Compliance and process improvement Ensures 100% adherence to statutory regulations and compliance requirements in the cluster. Enables seamless communication and coordination with CS and Ops teams at branches and cluster level to ensure high service standards Drives information updates on sales portal to ensure historical data is captured and to enable process enhancements Ensures effective contact management with the channel partners to enable continuous sharing of product knowledge Ensure BWS compliance B) Job Purpose of Direct Reports: Sales Associates & EM-RMs Implementing the sales strategy by promoting visibility & prompt service while focusing on MFD activation, gross sales equity & driving SIP count

4) Key Result Areas: Key Result Areas Supporting Actions Achieving sales targets and increasing market share of branch vis a vis industry. 1.Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs) 2.Empanling and activation of untapped and potential Channel Partners Managing and maximizing business from Client Relationships through prompt service Developing and maintaining relationship with retail clients, providing information and ensuring high volume of business from clients in assigned territory Identification & Engaging of new Distribution channel partners. 1.Developing new distributor relationships at branch 2.Activation of such distributor relationships by providing timely and relevant info on schemes and the industry etc. Monitoring Compliance to enable high alignment with systems and practises 1.Ensuring that all regulations and statutory compliances are complied with 2. Assist channel partners to adhere to compliances. Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards Providing relevant reports to management for assigned territory. Furnishing relevant sales reports of the branch to Cluster & Zonal Head Managing and monitoring team members for better productivity Facilitating regular training, guidance and development of team members Ensuring AMFI Certification of team members Monitoring performance of RMs on monthly basis and take corrective measures if achievement deviates from the required achievements.

DHNI - RM Job Purpose To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients. Job Context g)Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. h) Adequate planning and strategy. i)Focus on inactive clients & follow activation. j)Synergise with all relevant departments for achieving the desired objective k)Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc Key Challenges for the role are as follows: l)Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many new players have already entered and some more are expected to enter this segment shortly. m)To build relationships with a newer target segment To upsell and cross sell products like real estate and PMS to existing direct UHNIs Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Drive the business by targeting HNI KRA1 Business Management and achieving the set target Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by oering Combo products. KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Maintain excellent relationship with KRA2 Build strong Client Relationship existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base.KRA3 Compliance on all regulatory rules Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied.KRA4 Create a Strong mind Recall for ABSLAMC Organize meetings with Fund manager/CEOs and Head of Sales. oDisseminates updates and other product related information in timely manner Push for reference of their relatives and social circle. Be the wealth one stop solution for investor for all investment related Needs.KRA5 •Absolute Gross Sales- Equity (20%) •Absolute Gross Sales- Debt & Liquid (20%) •Net sales in Alternate products (20%) Incumbent will be on variable pay scheme (Bonus) KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) •Re-activation of Clients (20%) •NCA/Activities/Engagements (20%)

Accountability: Supporting Actions Executing sales plans and ensuring maximum sales by engaging with clients on a regular basis. Obtaining and analyse information from market, identify new clients, make direct pitches, liase with channel partners/corporates, augment relationship to increase sales. Managing Client Relationships through prompt service, visibility and training. Meeting distributors/PSU /Banks on a regular basis- Disseminating updates and other product related information in timely manner- Efficient and timely after sales support Adhering to sales and reporting standards. Compliance with internal reporting & audit systems

Relationship Manager Location - Solan & Kangra Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports to BM, Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How Candidate is expected to have general understanding of market knowledge & macroeconomics. Broad understanding of financial products & investment options Complete understanding of mutual fund industry and type of products AMC offers Fundamentals of financial planning Sound knowledge on investment planning Basic understanding of regulatory framework Basic excel Interested candidate can share their profile at Vishwajeet.Kaushik@adityabirlacapital.com

Relationship Manager Location - Ajmer Role & responsibilities Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Achieving sales targets and increasing market share of branch vis a vis industry. Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Managing and maximizing business from Client Relationships through prompt service. Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports to BM, Regional Heads and Channel Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility Knowledge & Know How Candidate is expected to have general understanding of market knowledge & macroeconomics. Broad understanding of financial products & investment options Complete understanding of mutual fund industry and type of products AMC offers Fundamentals of financial planning Sound knowledge on investment planning Basic understanding of regulatory framework Basic excel Interested candidate can share their profile at Vishwajeet.Kaushik@adityabirlacapital.com