Portfolio Analyst - Aditya Birla Capital

Job Purpose:

The Portfolio Analyst will be responsible for driving productivity and engagement across the RM/RO network, ensuring seamless coordination with partners, and supporting end-to-end partner lifecycle from onboarding to lead flow tracking. The role also involves managing initiatives for improving sales productivity, engagement programs, and performance recognition across channels.

Key Responsibilities:

RM/RO Productivity & Engagement:

• Track and analyze RM/RO performance metrics and provide insights for improvement.
• Conduct regular engagement and productivity calls with RM/RO teams.
• Support planning and execution of performance enhancement initiatives.
• Identify top/low performers and coordinate with stakeholders for action plans.

BC Partner Engagement & Management:

• Drive regular engagement with BC partners to ensure alignment with sales goals.
• Track performance and productivity of BC partners against defined KPIs.
• Support resolution of operational issues faced by BC partners.

BC Partner Onboarding & Lead Flow Coordination:

• Coordinate end-to-end onboarding of new BC partners, ensuring timely activation and documentation.
• Facilitate seamless lead flow management from BCs to RM/ROs and monitor conversion rates.
• Develop dashboards/tracking tools for lead flow performance and turnaround times.

R&R Initiatives (Rewards & Recognition):

• Design and implement R&R programs for RM/RO and channel partners to drive motivation.
• Track effectiveness and periodically refresh the program to ensure alignment with business goals.
• Coordinate monthly/quarterly award ceremonies, publish leaderboards, and collect success stories.

Connector Onboarding & Engagement:

• Manage onboarding of new connectors across locations.
• Ensure regular training, communication, and engagement to maximize lead contribution.
• Build a sustainable engagement model for long-term retention and productivity.