National Head - Direct Sales - Mutual Funds

Position Details:

Position Title: Principal - Customer Engagement

Role : National head for Direct Sales of Mutual Funds (B2C)

Grade: Leadership Cadre

Department: Customer Engagement

Sub-Department: Customer Engagement

Immediate Supervisor's Position : Head - Marketing, Digital and Customer Experience

Responsibilities:

- This is Strategic role who can bring in new process and structure existing ones

- Sales and distribution as core responsibilities with a sharp focus on customer experience.

- National Head for Direct Sales of Mutual Funds - B2C (retail)

- Employees spanning across geographies and Virtual Relationship management centres

- Cross selling and upselling to existing customers through existing channels and acquiring new customers which are not in the purview / managed by the existing distribution channels.

- Synergising with various teams to scale up initiatives.

- Provide technical support through strong product understating to ensure seamless product discovery across customer segments.

- Strong orientation towards the evolving digital ecosystem and high engagement on innovative digital and CRM tools.

- Analytical bent of mind to create opportunity buckets with existing and new customers for successful campaign management.

- Create recommendation baskets and execute effective communication strategies towards business generation.

- High focus on driving alternate investments

- Value proposition development through effective market feedback and thinking ahead of the curve to have strong market advantage / complete product suites.

- Strong understanding on opportunity creation and a high execution bias with an entrepreneurial attitude to make the direct business as the market leader.

- Very high on energy and strategic mind-set towards the business.

- Ability to manage large structures and align with various sponsors and Zonal leaders