Job Purpose:-

Ensure targeted growth in Business through the sales & business development strategies of respective UFC in line with broader regional / corporate directive.
Responsible for managing UFC administration, coordinating & monitoring activities assigned for the UFC in addition to increasing sales/ AUM of the UFC.
Responsible for to develop & grow Key accounts i.e., large IFAs mapped to the UFC and in area under purview of the UFC.

Key Responsibility Areas:-

Ensure growth of business and surpassing periodical targets in terms of funds mobilized/IFAs empaneled/new investor acquired.
Growth, Expenses & Profitability parameters of the channel are executed.
Motivating, coaching, training, and managing the sales force.
Devising strategy for future based on the regional typicality of the UFC location.
Maintaining good relationships with institutions in co-ordination with the institutional marketing team members.
Maintaining good relationship with the HNIs and Non-individual distributors.
Conducting investor's meet, agents meeting and organizing participation in Finance fairs etc.
Conducting necessary training/knowledge transfer sessions for the agents to keep them updated on the market and product front.
Ensuring timely collection of funds and efficient usage of UFC Infrastructure.
Ensure compliance of UFC operating norms as dictated by local government / corporate office.
Help UFC relationship Managers layout quarterly performance aspirations for each ARN and track actual against expectations.
Manage UFC Administrative tasks (e.g., daily log reporting, branch maintenance).
Nurture, motivate & guide RMs to deliver against targets / plans.
Ensure promptness of service requests and complaints through coordination with investor services, karvy teams / assistants.
Ensure compliance, operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the Company brand.
Demonstrates Leadership and takes active interest in the development of the tea.

Candidates Profile :-

Experience :- 10 - 15 Years of relevant Exp.
Qualification :- Postgraduate, NISM 5A Certificate is Mandatory.

AMC Background is a must.
Team Lead experience is required. Should be handling a team of at least 5-6 Relationship Managers -Asset management/Mutual Funds

Company Profile :-

Our client is one of the largest asset managers in the country with a total Asset Under Management of INR 16 lakh crore and the investment manager to Mutual Fund schemes, with tens of millions of live folios. The company also manages the portfolios of domestic and offshore funds; and offers discretionary, non-discretionary, and advisory services to high-net-worth clients, corporates, and institutions; and also offers retirement solutions and private equity funds in India and 35+ countries through the principal and subsidiary business entities. It has a nationwide network comprising 190+ Financial Centers and more than 200 District Associates. The company's history and track record in the mutual fund industry, strong brand recognition, distribution reach, performance, and client relationships provide a platform for future growth.

Chief Sales Manager - Mutual Fund Retail Channel