Cluster Head - Tamil Nadu

Key Result Areas

Supporting Actions

Increase and sustain sales growth and AUM for the cluster

• Works with Regional Head to finalize the business plan for the financial year based on overall organizational agenda
• Strategizes and creates a roadmap to achieve the sales targets through increase in gross sales, net sales, AAUM and SIP count
• Collects market intelligence from competitors, clients and distributors to design sales strategies

Business growth, distributor engagement and management

• Drives engagement for all channel partners in the cluster.
• Drives analysis to assess opportunity to engage new distributors for increasing market share
• Decides appropriate pricing of specific deals based on distributor analysis
• Proactively seeks opportunity to connect with top distributors regularly to ensure higher recall
• Drives addition of new SIPs to increase overall market share in the region
• Oversees capability building of both internal and external resources by means of regular updates and education through NIPUN initiatives
• Oversees activation of new IFAs to ensure business through each empanelled IFA
• Works closely with the marketing team to ensure increase in brand visibility and recall amongst distributors
• Proactively collaborates with BD team to facilitate set up of Market Representatives (EMs) in emerging markets

Compliance and process improvement

• Ensures 100% adherence to statutory regulations and compliance requirements in the cluster.
• Enables seamless communication and coordination with CS and Ops teams at branches and cluster level to ensure high service standards
• Drives information updates on sales portal to ensure historical data is captured and to enable process enhancements
• Ensures effective contact management with the channel partners to enable continuous sharing of product knowledge
• Ensure BWS compliance