Cluster Head - Mutual Funds

Cluster Head-Mutual Funds

1. Responsible for driving sales target in all branches and growth market locations in the Cluster

2. Responsible for profitability of the cluster and overall growth of business in the cluster

3. Team management, identifying the capabilities of each team member, skill building, empowering

4. Responsible for building relationship with significant / key investors in that region

5. Should be completely updated on the various products and market scenario

6. Responsible for advising the Investors suitable product as per requirement

7. Regular feedback and review sessions with each team member to ensure every location meets productivity norms

8. Responsible for operations, compliance and Audit observations for within the team

9. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business

10. Create awareness by conceptualizing events, conferences, product sessions for top-of-the-mind recall

11. Ensuring that the distributors are getting trained on all products and Operational procedures on regular basis

12. Business Development - market expansion, identifying niche clientele