Chief Business Manager - Mutual Fund Sales

Role & responsibilities

• Manage a team of Financial Advisors / Digital Partners (DPs)
• Managing complete life cycle of DPs: Creating Motivation >> Training >> NISM Qualification >> Continuous Support enable with requisite process changes, wherever required
• Increase production & productivity by ensuring effective knowledge transfer - thus improving wallet share with us.
• Ability to communicate the Value Adds of the platform & facilitate structured deals
• Run local marketing campaigns
• Needs to achieve revenue targets set by the company
• Work closely with various AMC offices in the region, for support on trainings, campaigns
• Work closely with cross functional teams (Insurance Sales teams for a good penetration/cross sell of MF business & activating more DPs) Ops team, for local logins & query resolution
• Maintain the highest level of business hygiene & ethics
• Understand and align with the company policies

Preferred candidate profile

• Expertise to handle/on-board DPs, motivate teams & work with other Channel Regional leadership
• Ability to liaison with AMC Branch managers & Regional Teams towards getting work executed
• Should be able to take responsibility for monthly numbers and deliver the same
• Strong Communication skills, verbal and written
• Should be aware of the market developments
• NISM Qualification is desirable