Regional Head/Vice President/Senior Vice President - IFA Channel - Mutual Fund

Responsibility:

- Growth, Expenses & Profitability parameters of the channel are executed.

- Co-ordinating with the Chief Managers in the assigned region to devise strategies and operational issues for augmenting sales and increasing AUM.

- Ensure growth of business & monitor periodical targets in terms of funds mobilized / IFAs empaneled / new investors acquired.

- Ensuring that the Chief Managers & the Relationship Managers 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 Chief Managers in the assigned region and coordinating with the respective departments / personnel.

- Liaoning with the Dept. of Funds Management and Registrars and devising ways to provide value added services to the client.

- Monitoring and analyzing the efforts and performance of UFCs in the assigned region with respect to their sales effort, target achievement and managing customer relationships (in co-ordination with the Chief Managers & Relationship Managers).

- Linkages to Regional stakeholders who influence sales.

- To ensure all the activities of the entire zone satisfy the compliance norms.

- Promote an environment that supports diversity and reflects the Company brand.

- Demonstrates Leadership and takes active interest in the development of the team.

- Ensure operational risk controls in accordance with Company or regulatory standards and policies of the entire region.

- Deliver high standards of service quality and maintain high levels of operational integrity.

- Motivating, coaching, training, and managing the sales force.

- Maintaining good relationship with the HNIs and Non-individual distributors (pertaining to the channel).

- Conducting necessary training/knowledge transfer sessions for the agents to keep them updated on the market and product front.