Role Profile Job Title Relational Manager - Distribution Job Code   Primary Expectations Primary Responsibilities The incumbent will be responsible to increase sales (AUM) as per targets in addition to co-ordinating, managing and monitoring the activities of Individual channels in the assigned region. Co-ordinating with Banks/Agents/Distribution Houses/Intermediaries in the respective region to devise strategies and operational issues for augmenting sales and increasing AUM. Ensuring that the Channel Members in the region meet their sales target individually as well as collectively where sales targets are defined in terms of quantity and quality of funds. Facilitating sales and marketing efforts of Channel Members in the assigned region and co-ordinating with the respective departments / personnel. Liasoning with the Depts. Funds Management and Registrars and devising ways to provide value added services to the investor. Monitoring and analyzing the efforts and performance of Channels in the region with respect to their sales effort, target achievement and managing customer relationships (in co-ordination with the relationship Manager) Knowledge Skills Communication skills AMFI Advisory Module qualified 1 – 3 Years experience in Mutual Fund industry Graduate from Recognized University with good Academic Background People Management & Relationship Skills Preference will be given to the Local candidates

Role Profile Job Title Team Lead - R&T Team Job Code   Primary Expectations Job Purpose To help Head-R&T in devising new procedures and guidelines for improvements in existing products and services / operationalising new products etc. Primary Responsibilities To study the process/ product of his/ her work area and identify critical sub-processes Be aware of and drive the SLAs as per the MoU Identify MIS requirements to ensure process is in control for the work areas and implement the same with R&T Monitor all processes/ sub-processes, identify deviations and initiate corrective action immediately Analyse the data and suggest process and system improvements on a continuous basis To interact with various teams at the RTA and internal customers at UTI Have a thorough understanding of industry standards, best practices and benchmark with the highest standards To think ahead of competition with the ultimate objective of providing “wow” service to customers both external and internal Eligibility Criteria / Knowledge Skills 5 to 7 years experience with at least 2 to 3 years in the Mutual Fund Industry / MF Division of a reputed R&T Agent Graduate preferably in finance. Post Graduate/ professionally qualified candidates will be preferred Shall have qualified AMFI (Advisors’ Module) Effective communication skills Appreciation of IT relevant to R&T processes Ability to work independently Analytical skills – should be able to collate data, derive inferences and initiate corrective actions Should be process/ task focused Ability to review processes and present findings to Head-R&T for these to be acted upon

Role Profile Job Title Group Lead - R&T Team Job Code   Primary Expectations Job Purpose Senior Resource to lead the 5-10 member R&T team at Corporate Office and other locations with an objective to help Head-R&T in monitoring the R&T performance, introducing process changes in existing products/ services, facilitate operationalising new products/ services with a focus on continuous improvement to help achieve customer delight Primary Responsibilities Have a thorough understanding of industry standards, best practices and benchmark with the highest standards To think ahead of competition with the ultimate objective of providing “wow” service to customers both external and internal Identify the gaps and initiate corrective actions thereof Identify improvement targets for each process/ product team and monitor their progress Be responsible for dissemination of information on the changes to all concerned including R&T, internal and external customers Coordinate with internal customers at senior most levels Monitor SLAs with the R&T and the incentive/ penalty structure thereof Be responsible for creating a KMS repository of all existing guidelines and communicating the same to all concerned including induction of new joinees in the department Eligibility Criteria / Knowledge Skills Minimum of 7 to 10 years experience in Financial Services with at least 3 to 5 years in the Mutual Fund Industry / MF Division of a reputed R&T Agent Post Graduate/ professionally qualified such as CA/ MBA etc Shall have qualified AMFI (Advisors’ Module) Ability to lead & direct a large team Effective communication skills Appreciation of IT relevant to R&T processes Ability to work independently Analytical skills – should be able to collate data, derive inferences and initiate corrective actions Should be process/ task focused Assertiveness & Persuasiveness Decision making ability Strategic thinking ability

Role Profile Job Title Group Lead R&T Coordination Team Job Code   Primary Expectations Job Purpose Senior Resource to lead the 3-4 member team of the UTI AMC implanted at the registrar’s office to monitor the quality of service provided by the registrar. The team is currently based out of the office of M/s Karvy Computershare Pvt Ltd at Madhapur, Hyderabad. The position may later evolve to manage a larger group and / or be moved to another location. Primary Responsibilities To ensure that R&T functions as per the Agreement entered into between UTI AMC and the R&T To utilize the team to oversee/ audit on an ongoing basis the bulk processes such as dividend processing, brokerage runs, NFOs etc. and take preventive action thereof To utilize the team to audit daily processes such as transactions, complaint resolution, despatch etc Measure Service Levels from time to time.  These may be relied upon for payment of incentives and penalties Suggest process and system improvements on a continuous basis as required by the Corporate Office and ensure their implementation once approved To interact with various teams at the RTA to assess their ability to handle the process Impart product/ process related training as required from time to time Periodically review the activities with the Senior Management of the R&T and report the same to Head – R&T Generate periodic MIS and report to Corporate Office on all the above Eligibility Criteria / Knowledge Skills Candidate from AMC only apply 7 to 10 years experience in a fairly senior level in the Mutual Fund Industry / MF Division of a reputed R&T Agent Post Graduate/ Professionally qualified such as CA/ MBA etc Ability to lead & direct a large team Effective communication skills Appreciation of IT relevant to R&T processes Assertiveness & Persuasiveness Hands on experience in processing of brokerage/ dividend/ NFO and knowledge of MF products will be preferred Result orientation & process focused Shall have qualified AMFI (Advisors’ Module) or will have to qualify within 3 months of joining Ability to review processes and present findings to UTI management for these to be acted upon

Role Profile Job Title Marketing Manager Job Code   Primary Expectations Job Purpose To conceptualize and implement the Marketing plan of the Brand and the brand strategy. This would entail all consumer influencing strategy generation and implementation through all below – the – line & above-the-line activities and promotions. Primary Responsibilities Analyse existing product range, industry trends , competition & accordingly recommend product portfolio Conceptualize Promotional Events, Launch Activities, product promotions Identify key platforms for communication of brand Analyse existing product range, automotive trends & competition & accordingly recommend product portfolio Conceptualize Promotional Events, Launch Activities and schemes promotions Identify key platforms for communication of brand Knowledge Skills 4 to 6 years of experience out of which at least 1 to 3 years in the similar role MBA from reputed institute Result Orientation & Process focused Excellent Written & Verbal Communication

Role Profile Job Title Regional Head - West Job Code   Primary Expectations Primary Responsibilities The incumbent will be responsible to increase sales (AUM) as per targets in addition to co-ordinating, managing and monitoring the activities of Individual channels in the assigned region. Co-ordinating with large corporates in the respective region to devise strategies and operational issues for augmenting sales and increasing AUM. Ensuring that the Channel Members in the region meet their sales target individually as well as collectively where sales targets are defined in terms of quantity and quality of funds. Facilitating sales and marketing efforts of Channel Members in the assigned region and co-ordinating with the respective departments / personnel. Liasoning with the Dept.of Funds Management and Registrars and devising ways to provide value added services to the investor. Good Knowledge of Debt & Equity Market. Monitoring and analyzing the efforts and performance of Channels in the region with respect to their sales effort, target achievement and managing customer relationships (in co-ordination with the relationship Manager) Knowledge Skills 8-10 yrs in Mutual Fund Selling ( Currently must be handling Institutional Channel) MBA

Role Profile Job Title Chief Manager Retail Channel Job Code   Primary Expectations Primary Responsibilities Ensuring growth of business and surpassing periodical sales targets in terms of funds mobilized. Motivating and Managing the sales force. Devising strategy for future based on the regional typicality of the Branch location. Conducting investor's meet, agent's meeting and organizing participation in finance fairs etc. Conducting necessary training / knowledge transfer sessions for the agents to keep them updated on the market and product front. Ensuring timely collection of funds. Ensuring efficient usage of Branch infrastructure. Managing the administration of the Branch. Strategic thinking People Management & Relationship Skills Communication Skills Alertness to Market Changes and Demands AMFI qualified mandatory. Result Orientation & Process focused. Basic knowledge of MF Products & Market knowledge High Enthusiasm To ensure targeted growth in business through the respective Branch and manage Branch administration. Knowledge Skills Good Communication Skills AMFI Advisory Module qualified 4 – 6 Years experience in Mutual Fund industry Graduate from Recognized University with good Academic Background People Management & Relationship Skills Preference will be given to the Local candidates

Role Profile Job Title PMS Sales Job Code   Primary Expectations Eligibility At least 3years+ of work experience in the field of Sales & Marketing (PMS Sales) Primary Responsibilities To generate PMS business through various channels from the region defined & also to exercise marketing activities such as New product development, branding, etc. Keeping track of portfolios, rebalancing them according to market conditions, asset allocation and research recommendations. Developing & maintaining client relationships to mobilise funds under various schemes. Handling relations with Individual Financial Advisor / National level distributors / Pvt. & PSU Banks in the defined region. New Product development & Rebranding of existing products & Sales Promotion Activites such as contests etc Good Knowledge of Debt & Equity Market. After Sales Services Knowledge & Skill Set Effective Communication Skills Hard Core Sales Orientation Analytical Skills Knowledge of UTIMG and industry products Persuasiveness AMFI Certified (Advisory module) Result Orientation & Process focused Ability to understand the financial needs of the customer

Role Profile Job Title PMS Support Job Code   Primary Expectations Knowledge/ Skills /Qualification /Experience Commerce background Aptitude for figure work and accurate accounts Ability to interact with auditors Experience of approx 5 years Persons with a background of law/ CA/CS/ ICWA would be ideal Key Responsibility Areas Accounting of PMS client transactions (other than those related to trades) Monitoring, recovery and accounting of management fees, reconciliation, Audit interface (internal and statutory) Monitoring and accounting of PMS client expenses, portfolio manager's expenses, including agents commission, Handling documentation and compliance issues. Handling tax related matters

Role Profile Job Title Institutional Sales Job Code   Primary Expectations Eligibility Criteria / Knowledge & Skill Set At least 3years+ of work experience in the field of Sales & Marketing (Institutional Sales) Effective Communication Skills Hard Core Sales Orientation Analytical Skills Knowledge of UTIMG and industry products Persuasiveness AMFI (Advisory qualified) Result Orientation & Process focused) Ability to understand the financial needs of the customer Primary Responsibility Motivating and developing the clients to successfully selling UTI AMC products to the investors through respective channels Developing & maintaining client relationships to mobilise funds under various schemes. Supporting activities for institutional selling Co ordinating with the respective departments to ensure a smooth redressal of the post sales requirement of the Clients Good Knowledge of Debt & Equity Market.

Role Profile Job Title SME Sales Job Code   Primary Expectations Eligibility Criteria / Knowledge & Skill Set At least 3years+ of work experience in the field of Sales & Marketing (SME Sales) Effective Communication Skills Hard Core Sales Orientation Analytical Skills Knowledge of UTIMG and industry products Persuasiveness AMFI (Advisory qualified) Result Orientation & Process focused) Ability to understand the financial needs of the customer Primary Responsibility Understanding of MF products, operational issues & market updates/connectivity. To break through NEW SME Clients To have indepth connectivity and knowledge about existing and new client to sell different products Handle a team of Relationship Executives (feet on street) and taking their daily Call monitoring and reporting Motivating and developing the clients to successfully selling UTI AMC products to the investors through respective channels Developing & maintaining client relationships to mobilise funds under various schemes. Co ordinating with the respective departments to ensure a smooth redressal of the post sales requirement of the Clients. Good Knowledge of Debt & Equity Market.

Role Profile Job Title Alternate Sales Job Code   Primary Expectations Knowledge/ Skills /Qualification /Experience Communication Skills AMFI Advisory Module qualified 1 – 3 Years experience in Mutual Fund industry Graduate from Recognized University with good Academic Background People Management & Relationship Skills Preference will be given to the Local candidates Key Responsibility Areas Building and maintaining a team of at least 25 Direct Sales Servicing and maintaining the relationship with investors Keeping the team updated about the new NFOs, schemes etc Achieving average AUM targets Market intelligence Building new set of clients

Role Profile Job Title PSU Banking Job Code   Primary Expectations Eligibility Criteria / Knowledge & Skill Set 1 - 3 Years Strong Communication skills (knowledge of vernacular language is essential) Pleasant Personality Analytical Skills Good Presentation Skills AMFI qualified. Result Orientation & Process Focussed. Market Knowledge (industry / company) Primary Responsibility To increase sales (AUM) as per targets in addition to co-ordinating, managing and monitoring the activities of Individual channels in the assigned region. Co-ordinating with Public Sector Banks/Agents/Distribution Houses/Intermediaries in the respective region to devise strategies and operational issues for augmenting sales and increasing AUM. Ensuring that the Channel Members in the region meet their sales target individually as well as collectively where sales targets are defined in terms of quantity and quality of funds. Facilitating sales and marketing efforts of Channel Members in the assigned region and co-ordinating with the respective departments/personnel. Liasoning with the Dept of Fund Management and Registrars and devising ways to provide value added services to the investor. Monitoring and analyzing the efforts and performance of Channels in the region with respect to their sales effort, target achievement and managing customer relationships (in co-ordination with the relationship manager)

Role Profile Job Title Relationship Manager - Retail Job Code   Primary Expectations Eligibility Criteria / Knowledge & Skill Set 1 - 3 Years) Communication Skills Analytical Skills Market Knowledge (industry / company) Fluency in one local language of the chosen place will be an added advantage. Persuasiveness AMFI qualified. Result orientation & Process Focused Primary Responsibility Motivating and Developing the agents to successfully sell UTI AMC products to the investors. Using customer relationships to mobilize funds under various schemes. Educating the retail investors about the schemes of UTI AMC pre sales and converting them to buy these schemes. Sales paperwork and data collation and reporting. Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirement of investors.