Chief Manager - BFSI

Chief Manager

Increase in Market Share :

- Target vs achievement against the AUM, Market Share, SIP Gross Sales, Equity & Balanced Net Sales target for the Channel

- Help the sales team to maximize business through Top Channel partners

- Focus on Developing New markets from the existing centers

- Support sales in Geographical & channel expansion

- Increasing awareness of different Product & Sales strategies among the channel partners

MIS & Reporting:

- Providing relevant sales reports and allocation of annual targets to the Regional Heads & National Accounts Mangers

- Driving the sales force with proper MIS data for a targeted Mission and Vision of the company

- Product Empanelment for all the advisory houses and competition intelligence

- Video Conference/conference call/Review meetings/Field visit with FM/Product Team/Due diligence/Channel partner engagement

- Pricing Competition Intelligence/Information

- Co-ordination with other functions - Operations/Fund Management/ Product/Risk/Compliance/Internal Team for smooth functioning of the channel

Business Development/Marketing:

- Training Activities (Distributors), Co-ordination with other functional Heads for smooth Functioning of the Channel, Contest/Campaign with Key distributors

- Contact Management, Distributor Satisfaction, Marketing & Visibility of UTI Products (Internal & External)

Internal Relationship Management:

- Actively build a strong relationship with Fund Management/ Operations/ Compliance/ Product/ Marketing for new product launches and scheme specific products for Banks/National Distributors.

- Timely update the sales team on fund focuses with product notes.

- Provide ideas for new product launches.

- Develop complete understanding of channel partners business, objectives, goals and market challenges and ensure that the relationship plan is consistent.