Job Description

Marketing/Advertising/PR Mumbai Mumbai September 10, 2022 - September 11, 2023 Mutual Fund

Job Overview

• Office Location (Area) Mumbai
• Salary Offer 18 to 25 LPA
• Course Type Full Time
• Min Required Experience (Years) 0
• Max Required Experience (Years) 0

JOB INTENT The responsibility of this position shall be a central co-ordination of PAN India sales & marketing initiatives, thus aiding sales team in improving their productivity & efficiency. Relationship management and Market networking for better Zonal sale alignment & build market prospecting of the Zone. This position will report to the Head – Business Development.
FUNCTIONAL COMPETENCIES
Sales Acumen

• Market and Competitive intelligence – knowledge, network and application
• Sales force effectiveness – tracking and developing

Marketing Acumen and Analytics

• Knowledge of Mutual Fund industry
• Knowledge of MF distribution business model
• Market insight gathering and related data analytics
• Database management for marketing promotions and tracking their impact

JOB RESPONSIBILITIES

• Ownership of the entire number target responsibility of the Zones.

o AAAUM Target -Zone wise
o Revenue Target – Zone wise
o Net Sales targets under Equity and Debt category – Zone wise
o SIP Targets of the Retail Team – Zone wise
o New Folios & New Client Acquisition for both Retail & Institutional Team.

• KRA of Sales Team – Goal setting parameters for Sales Team depending on their profile. Half Yearly/ Yearly Evaluation of their performance based on Target vs Achievement data as per GS parameters.
• Coordination with HR for Head count requirement for each Zone, based on HR budget.
• STR (Suspicious Transaction Report) – coordination with Branches for closing the report
• NISM – Tracking renewal date of NISM of Sales Team
• Marketing Expenses Budget. Working on Annual Marketing Expenses budget for Sales Team. Tracking the same on monthly basis, eligibility vs expenses incurred.
• Vouchers on Sales Promotion activities done by Branches i.e. Marketing Expenses/ MFD Meet etc.
• Area Managers conference – Coordination with HR for date finalization. PPT template, Felicitation etc.
• RM Mapping – process note on RM mapping on annual basis and to check on adherence of the same by

Sales Team.

• Follow up with MIS for daily/weekly/fortnightly/Monthly/Quarterly/Yearly data.
• To ensure smooth functioning of CUBOT software.
• Distribution of Diwali Gift /Diary based on the budget allotted
• Opening of New Area Office – Internal Note/ Board approval
• Training program for CSEs
• Review of performance of the team with the Zonal Heads and acting on the suggested corrective actions.
• All sales related issues with respective Zones(including presenting review reports and target achievement status to the senior management).
• Sales support to entire Sales Team
• Manage Reward & Recognition for Sales Team & Distribution Partners – Design, Communication

Monitoring & Claw-back etc.

• Tracking Sandbox Internship plan
• Review of local conveyance given to Sales Team
• Creative E-Magazine for Sales Team for their achievement on Monthly basis.
• DTER recovery if any from Distributors