1. Managing of Telecalling Set-up
a. Managing Performance of the Telecalling Centre
i. Generating Leads for Wealth Advisors through Telecalling process
ii. Managing the Telecalling Team it the outsourced centre
iii. Ensure timely training/ quality checks on the process
iv. Managing Lead distribution
v. Monitoring the performance of the leads. ( Interacting with the sales Teams)
vi. Ensuring a healthy Conversion percentage
vii. Database Management
b. Training and Monitoring of in-house calling done by various Acquisition telecalling Managers
2. Monitoring of performance of Leads generated through :
a. Media / Branding Campaigns,
b. Online channels such as Website, Email, Search Engine Marketing, Social Media
c. SMS
d. Events
e. Leads generated through any other Marketing effort
3. Conceptualizing, Designing & Implementing referral program for acquiring customers from Existing Clients
4. Conceptualizing, Designing & Implementing special programs like Focussed Client Acquisition program for lateral hires
5. Developing Strategic Alliances with like-minded organizations catering to a similar target audience in order to generate leads and hence clients.
6. Conceptualizing, researching and executing various White Papers / Thought Leadership Articles for Karvy Private Wealth.
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