Zonal Coordinator

Basic Details:
_Fill the required information about business, unit, location, position, reports to position and date of updation of JD_

**Business**

ABSLAMC

**Unit**

Aditya Birla Sun Life AMC Ltd**Location**

New Delhi

**Poornata Position Number of the job**

**Reports to: Poornata Position Number**

**Poornata Position Title of the job**

**Reports to: Poornata Position Title**

ZH Retail Sls North**Reports to: Function**

Sales

**Department**

Retail sales

**Reports to: Department**

Retail sales

**Designation of the Employee**

Zonal Coordinator

**Designation of the Manager**

Zonal Head

**Date of writing/updation of JD**

10 February 2020

:

- _Write the purpose for which the job exists (in 2-3 lines)_

Collate & Analyze through various MIS reports in order to provide MIS for sales management and provide timely and precise MIS reports.**Dimensions***:

- Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job._

Weightage

Remarks

**_
1._**

MIS

35%

Provide MIS for sales management and Organizational report

**2**

Branch Coordination

15%

Coordinate Through regular coordination with branches and HO to ensure smooth processing of bills, Brokerage tie ups, payments etc

**3**

Sales Buddy (Microsoft Dynamics

20%

Coordinating for issue resolution for Sales Buddy related query & Create usage report

**_
4_**

Privilege Club Coordination & Distribution Coordination

25%

Track empanelment, activation and movement in PC members

**_
5_**

**_
6_**

Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/SectionJob Context

Collate Analyze Through various MIS reports to provide MIS for sales management To provide timely and precise MIS reports. Through regular coordination with branches and HO to ensure smooth processing of bills, Brokerage tie ups, payments etc Ensuring timely and smooth processing of payments, bills, Brokerage tie ups etc. Coordinating for issue resolution for Sales Buddy related query & Create usage report.Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)

**Key Result Areas**

**Supporting Actions**

MIS- Collate Analyze Through various MIS reports to provide MIS for sales management1.Created MIS templates and organized data base for the zone- 2.Provided error free reportsBranch CoordinationCoordinate Through regular coordination with branches and HO to ensure smooth processing of bills, Brokerage tie ups, payments etcSales BuddyCoordinating for issue resolution for MPower related queryPrivilege Club Coordination & Distribution CoordinationTrack empanelment, activation and movement in PC members.- Child scholarship formalities- Checking and Submission of LI/MI formsSales Logistic ManagementProvide Managing Marketing Logistics & Availability of sales materialJob Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report)N.A.**External**

**Relationships**:
**Relationship Type**

**Frequency**

**Nature**

**Internal**
- 1. Zonal Head

DailyMIS, Cordination- 2. Channel Heads / Branch Heads

DailyReview on team’s achievements
- MIS- 3. Operations and Customer Service

DailyDaily transaction report, SIP ceisures, Rejection report- 4. HR / IT

Need basedEmployee data, other queries**External**

Organizational Relationships: Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structured and indicate all the reports of the position.

SIGN-OFF: Provide the name of the Manager and the jobholder. Signature needed for the hard copy of the JD. Hard copy to be maintained in the organizational record.

**Job Holder**

**Reports to - Manager**

Name

Signature (needed for the hard copy)

**Qualifications**:
MBA

**Minimum Experience Level**:
4-7 Years

**Report to**:
Senior Chief Manager