Avp - mutual fund distribution & product strategy

Design Business Strategy to aggressively grow Mutual Fund AUM & SIP book through Branch channel (B2 C) & Partner network (B2 B) at Pan-India level. Closely monitor execution and target achievement across Regions, Clusters & Branches. Drive Mutual Fund sales and provide excellent Sales Support to Pan-India Relationship Managers, Sales & Dealing teams located across branches via Mutual Fund portfolio analysis, rebalancing reviews, preparing product presentations and conducting joint e-meetings/con-calls with HNI clients. Provide excellent Business Development support to branches by spotting AUM growth opportunities using Business Analytics. Design AUM growth campaigns, contests, IAPs, Events and marketing drives at branch/cluster level. Maintain excellent relationship with AMCs, drive new product launches and arrange regular Fund Manager calls, Sales & Product trainings at Pan-India level. Coordinate with internal Operations, Technology, & Compliance teams to ensure smooth business functioning, MIS reporting, faster query resolution, adherence to regulations and overall quality of business.

Preferred candidate profile: Minimum 6-7 years of experience in Mutual Fund sales, advisory, product or business development domain with large wealth management or broking company. Should be well versed with online/offline Mutual Fund transaction process, NSE/BSE MF platform, and AMC RTA processes. Strong sales drive, and excellent communication, relationship management, analytical & presentation skills with pro-active attitude. Good product selection & research skills using any MF Research software like Morning Star or Accord or Ngen or any other utility or advisory tool. Good MS-Excel and Power Point skills are a must. Knowledge of designing digital marketing drives or using marketing-automation tools will be a great advantage.