Assistant Vice President - Corporate Marketing/Distribution Support & MIS - Asset Management Firm

AVP Corporate Marketing, Distribution Support & MIS (Asset Management Company)

JOB INTENT :

The responsibility of this position shall be a central co-ordination of PAN India sales & marketing initiatives, thus aiding sales team in improving their productivity & efficiency. Relationship management and Market networking for better Zonal sale alignment & build market prospecting of the Zone. This position will report to the Head - Business Development.

FUNCTIONAL COMPETENCIES :

Sales Acumen :

- Market and Competitive intelligence - knowledge, network and application

- Sales force effectiveness - tracking and developing

Marketing Acumen and Analytics :

- Knowledge of Mutual Fund industry

- Knowledge of MF distribution business model

- Market insight gathering and related data analytics

- Database management for marketing promotions and tracking their impact

JOB RESPONSIBILITIES :

- Ownership of the entire number target responsibility of the Zones.

a. AAAUM Target -Zone wise

b. Revenue Target - Zone wise

c. Net Sales targets under Equity and Debt category - Zone wise

d. SIP Targets of the Retail Team - Zone wise

e. New Folios & New Client Acquisition for both Retail & Institutional Team.

- KRA of Sales Team - Goal setting parameters for Sales Team depending on their profile. Half Yearly/ Yearly Evaluation of their performance based on Target vs Achievement data as per GS parameters.

- Coordination with HR for Head count requirement for each Zone, based on HR budget.

- STR (Suspicious Transaction Report) - coordination with Branches for closing the report

- NISM - Tracking renewal date of NISM of Sales Team

- Marketing Expenses Budget. Working on Annual Marketing Expenses budget for Sales Team. Tracking the same on monthly basis, eligibility vs expenses incurred.

- Vouchers on Sales Promotion activities done by Branches i.e. Marketing Expenses/ MFD Meet etc.

- Area Managers conference - Coordination with HR for date finalization. PPT template, Felicitation etc.

- RM Mapping - process note on RM mapping on annual basis and to check on adherence of the same by Sales Team.

- Follow up with MIS for daily/weekly/fortnightly/Monthly/Quarterly/Yearly data.

- To ensure smooth functioning of CUBOT software.

- Distribution of Diwali Gift /Diary based on the budget allotted

- Opening of New Area Office - Internal Note/ Board approval

- Training program for CSEs

- Review of performance of the team with the Zonal Heads and acting on the suggested corrective actions.

- All sales related issues with respective Zones(including presenting review reports and target achievement status to the senior management).

- Sales support to entire Sales Team

- Manage Reward & Recognition for Sales Team & Distribution Partners - Design, Communication Monitoring & Claw-back etc.

- Tracking Sandbox Internship plan

- Review of local conveyance given to Sales Team

- Creative E-Magazine for Sales Team for their achievement on Monthly basis.

- DTER recovery if any from Distributors