01Overview
Design Business Strategy to aggressively grow Mutual Fund AUM &
SIP book through Branch channel (B2C) &Partner network (B2B) at Pan-India level. Closely monitor execution and target achievement across Regions, Clusters &Branches.Drive Mutual Fund sales and provide excellent Sales Support to Pan-India Relationship Managers, Sales &Dealing teams located across branches via Mutual Fund portfolio analysis, rebalancing reviews, preparing product presentations and conducting joint e-meetings/con-calls with HNI clients.Provide excellent Business Development support to branches by spotting AUM growth opportunities using Business Analytics. Design AUM growth campaigns, contests, IAPs, Events and marketing drives at branch/cluster level.Maintain excellent relationship with AMCs, drive new product launches and arrange regular Fund Manager calls, Sales &Product trainings at Pan-India level.Coordinate with internal Operations, Technology, &Compliance teams to ensure smooth business functioning, MIS reporting, faster query resolution, adherence to regulations and overall quality of business.Preferred candidate profile:
Minimum 6-7 years of experience in Mutual Fund sales, advisory, product or business development domain with large wealth management or broking company. Should be well versed with online/offline Mutual Fund transaction process, NSE/BSE MF platform, and AMC RTA processes.Strong sales drive, and excellent communication, relationship management, analytical & presentation skills with pro-active attitude.Good product selection & research skills using any MF Research software like Morning Star or Accord or Ngen or any other utility or advisory tool.Good MS-Excel and PowerPoint skills are a must. Knowledge of designing digital marketing drives or using marketing-automation tools will be a great advantage. .
