- Location
- Gujarat, India
- Job type
- Full-time
About the role
Aditya Birla Sun Life Insurance
Website:
adityabirlacapital.com
Job details:
Key Responsibilities
- Investor Communication & Engagement Support
- Assist in handling routine investor queries and information requests under supervision.
- Support preparation and dissemination of standard investor communications such as factsheets, notices, updates, and mailers.
- Assist in execution of investor engagement initiatives including webinars, meetings, and outreach programs.
- Coordinate logistics for investor meetings and events (materials, invites, attendance tracking).
- Maintain basic trackers for investor interactions, engagement, and follow-ups.
- Distribution Support
- Support communication and coordination with distribution partners and internal relationship teams for GIFT City products.
- Assist in sharing standard product information, presentations, and approved materials with distributors.
- Maintain distributor contact lists, onboarding status, and basic MIS.
- Support resolution of routine distributor queries through coordination with internal teams.
- Activation & Campaign Support
- Assist in execution of investor and distributor activation initiatives such as campaigns, product launches, and outreach programs.
- Support preparation of activation materials including presentations, emailers, and trackers.
- Track responses, participation, and basic effectiveness metrics of activation initiatives.
- Provide ongoing operational support for engagement and activation programs.
- Reporting & Data Support
- Assist in compiling periodic investor and distributor reports, presentations, and data packs.
- Support data collation from internal teams for reporting and engagement requirements.
- Maintain and update investor and distributor databases and MIS trackers.
- Coordination & Operational Support
- Coordinate with internal teams such as Operations, Compliance, Finance, and Legal to gather required information.
- Assist in investor and distributor onboarding documentation and follow-ups for missing information.
- Support interaction with service providers and internal stakeholders for routine information exchange.
- Compliance & Documentation
- Follow prescribed templates and processes to ensure communications adhere to regulatory and internal guidelines applicable to IFSC / GIFT City.
- Maintain proper documentation and records of investor and distributor communications.
- Support audits, reviews, and internal checks by providing required data and documents.
- Learning & Process Support
- Develop working knowledge of regulatory requirements related to investor communication and distribution in GIFT City / IFSC.
- Support documentation of processes and standard operating procedures.
- Assist in ad-hoc tasks and projects related to GIFT City operations.
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