Job Purpose

Planning, organising and implementation of business acquisition and achieving targeted market share for Gujarat through acquisition and engagement of channel partners and overseeing operations and client servicing level in Gujarat with the objective of maximising sales.

Job Context & Major Challenges

Job Context:

The job is responsible for increasing and maintaining a high market share and AuM in Gujarat on the retail front by driving sales through acquisition, management and retention through different channels like Banking, National distribution, IFAs , PCGs and PSU Banks

Job Challenges:1.Increasing & maintaining the market share in a highly competitive setting keeping the bottom-line intact.
2.Ensuring the utmost penetration amongst channels and investors by ensuring highest level of servicing and effective contact management.
3.Talent motivation and retention in a highly competitive market.

Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)
KRA1Increasing & sustaining a high market share & AuM in Gujarat

1. ?Designing and implementing highly effective engagement programs for the channel partners
2. Ensuring effective contact management with the channel partners to share the ongoing product knowledge
3. Ensuring excellent service standards.
4.



Value addition to both internal and external resources through trainings/ presentations on products & market.
5. Planning and implementing periodic events, contests & other promotional initiatives for the channel partners

KRA2Collecting intelligence on markets and be updated with the latest developments to aid decision-making

1. ?Get inputs from competitors, clients, distributors and market support team, collate and analyse this information to design a sales strategy.

KRA3Execution of business development and expansion plans

1. Empanelment of distributors and activating them.
2. Regular updation and education of distributors

KRA4Ensuring high standards of Client Servicing and Operations in allotted region

1. ?Enabling seamless communication and coordination with CS and Ops teams at branches and HO level to ensure high service standards

KRA5Ensure adequate sales reports and creation of internal MIS

1. ?Providing relevant sales reports to team members

KRA6Compliance with internal reporting & audit systems

1. ?Ensuring 100% adherence to statutory regulations and compliance requirements in the region.

KRA7Improving brand visibility and creating top of mind brand recall

1. Ensuring visibility in the branches of all channels through different mediums
2. Coordinating for the products advertisements in the outdoors & publications.
3. Designing and launching various contests & promotional activities.

📌 Regional Head - Gujarat
🏢 Financial services
📍 Gujarat