Cluster Manager - Mutual Funds

Job Purpose

As a Cluster Manager, the incumbent will be responsible to execute the initiatives and generate revenue for the locations assigned by ensuring achievement of Targets & market share from assigned Independent Financial Advisor distributors. Incumbent would be based out at Chandigarh & will be responsible for Chandigarh, Haryana & H.P markets.

Key Deliverables

1. Travel to assigned locations.

2. Achieve Assigned Sales Targets.

3. Share & Update channel partners on the company's MF, PMS, AIF products and maintain relationships with the existing network of IFA Channel Partners.

4. Gather market intelligence / competition activity and share regularly with management

5. Timely communication and updates to the channel partners.

6. Monitoring the team performance and managing their activities.

7. Ensure timely coverage for all existing relationships assigned which should result into effective communication about the company's Mutual Fund.

8. Respond to escalated issues/ complaints related from distributors.

Role Requirements

- Educational Qualifications: Graduation/Post Graduation

- Experience: 10+ Years of AMC experience + Team handling experience

- Domain Knowledge: Understanding of Mutual Fund Products, Active mutual funds space v/s passive mutual fund space

- IT Skills: MS Office

- NISM: MF -VA and PMS - XXI-A