Portfolio Analyst - Aditya Birla Capital Aditya Birla Capital (ABCL)

2.0 - 4.0 years

7 - 9 Lacs

Goregaon

Work from Office

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: 1. 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. 2. 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. 3. 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. 4. 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. 5. 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.

Posted 2 weeks ago

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