Job Purpose :
- Responsible for creating Product life cycle journey for client & RM's. Achieving efficiency by adopting digitization, Focus on customer centric & RM centric process journey. Articulate the requirement with technology team (BRS) to get the process developed, ensuring UAT & production movement.
Key Responsibilities :
Managerial Responsibilities :
- Design the process
- Ensuring process adoption & regular audit
Functional Responsibilities :
- Articulation of process requirement with tech & Ops
- Identify Gaps in existing process by connecting with various stake holders & bring solution,
- UAT & Production movement
- Continuous effort to make process more efficient & achieving scale by adopting STP & digitization
Qualifications :
- Graduate with MBA preferred
Functional Competencies :
- Fair knowledge on Mutual Funds
- Process design & implementation
- Strong Data & Process Analytics
Behavioral Competencies :
- Good Interpersonal Skills
- Comfortable with Excel & formulas
- Fair English writing skills & content communication for email
- Multi Tasking & handling deadlines
Key Interactions :
Internal :
- Nature or purpose of interaction
- Technology team
- Requirement related to backend system for setting up sales process systems
- Marketing Team
- Promote process launch with help of marketing team,
- Business
- Connect with business team & understand the process gaps
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