Role Overview:
This role is responsible to drive Passive (ETF & Index) across all sales channels at respective regional level.
Key Responsibilities:
- Drive Passive (ETF & Index) sales in the given location.
- Continuously coordinate with Regional Heads, Centre Heads & RMs to push Passive drive in the respective zones and train RMs for passive market share.
- Track & report Passive performance (MIS, dashboards).
- Maintain micro level MIS for respective Zone.
Strategic Alliances:
- Tie up with existing distributors and identify new age distribution models to recruit them for passive fund.
- Conduct event and training workshops.
- Run product specific campaigns across sales verticals.
- Communicate with all distributors with the help of sales team and position passive products.
- Identify new MFDs/RIAs and provide end to end support in setting up business platform for them.
- Initiate dialogues on partnerships and deliverables with potential channel partners and lead their acquisition to increase the distribution reach of company's passive products.
- Identify new avenues like digital platforms through which company's passive product portfolio can be introduced.
Operations & Process:
- Liaise with operations and tech team and aid sales team to execute ETF deals.
- Set up customized distributor specific transaction processes.
- Resolve all the ongoing and existing issues with respect to transactions flow, brokerages or process flow.
- Liaise with operations, compliance and technical teams to revamp existing processes.
- Assess prevailing market condition & identify right product mix for each and every sales segment.
- Directly responsible to drive Day to day incremental AAUM of the Business.
- Drive NFO campaigns to maximize base AAUM.
- Run campaigns to bring incremental AAUM scheme wise.
Didn’t find the job appropriate? Report this Job
