
Cluster Head
18 hours ago
Key Result Areas
Supporting Actions
Increase and sustain sales growth and AUM for the cluster
- Works with Regional Head to finalize the business plan for the financial year based on overall organizational agenda
- Strategizes and creates a roadmap to achieve the sales targets through increase in gross sales, net sales, AAUM and SIP count
- Collects market intelligence from competitors, clients and distributors to design sales strategies
Business growth, distributor engagement and management
- Drives engagement for all channel partners in the cluster.
- Drives analysis to assess opportunity to engage new distributors for increasing market share
- Decides appropriate pricing of specific deals based on distributor analysis
- Proactively seeks opportunity to connect with top distributors regularly to ensure higher recall
- Drives addition of new SIPs to increase overall market share in the region
- Oversees capability building of both internal and external resources by means of regular updates and education through NIPUN initiatives
- Oversees activation of new IFAs to ensure business through each empanelled IFA
- Works closely with the marketing team to ensure increase in brand visibility and recall amongst distributors
- Proactively collaborates with BD team to facilitate set up of Market Representatives (EMs) in emerging markets
Compliance and process improvement
- Ensures 100% adherence to statutory regulations and compliance requirements in the cluster.
- Enables seamless communication and coordination with CS and Ops teams at branches and cluster level to ensure high service standards
- Drives information updates on sales portal to ensure historical data is captured and to enable process enhancements
- Ensures effective contact management with the channel partners to enable continuous sharing of product knowledge
- Ensure BWS compliance
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