Branch / Cluster Manager - Mutual Fund

3 weeks ago

Dehradun, India ITI Mutual Fund (ITI AMC). Full time
  • Ensure growth of business and surpassing periodical targets in terms of funds mobilized/IFAs empanelled/new investor acquired.
  • Growth, Expenses & Profitability parameters of the channel are executed.
  • Motivating, coaching, training and managing the sales force.
  • Devising strategy for future based on the regional typicality of the UFC location.
  • Maintaining good relationships with institutions in co-ordination with the institutional marketing team members.
  • Maintaining good relationship with the HNIs and Non-individual distributors.
  • Conducting investor's meet, agents meeting and organizing participation in Finance fairs etc.
  • Conducting necessary training/knowledge transfer sessions for the agents to keep them updated on the market and product front.
  • Ensuring timely collection of funds and efficient usage of UFC Infrastructure.
  • Ensure compliance of UFC operating norms as dictated by local government / corporate office.
  • Help UFC relationship Managers layout quarterly performance aspirations for each ARN and track actual against expectations.
  • Manage UFC Administrative tasks (e.g. daily log reporting, branch maintenance).
  • Nurture, motivate & guide RMs to deliver against targets / plans.
  • Ensure prompt of service requests and complaints through coordination with investor services, karvy teams / assistants.
  • Ensure compliance, operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports diversity and reflects the Company brand.

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

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