Job Description:

JOB DESCRIPTION

Position Name: Cluster Head - Mutual Fund Retail Sales (All Channels IFA/Banking/NDs/MFD)
Department: Retail Sales

Job Responsibilities:

Working with distributors across assigned channels with the objective of achieving the desired sales targets across all KRA’s. Contributing to sustained growth in sales, adhering to guidelines through initiatives which will benefit the long-term development of distributor relationships in the best interest.
Generating Business

 Plan strategies to drive sales which would include building distributor relationships, supporting them and improving market share from the assigned channel
 Collect and analyse market and competitor data to make informed decisions which would benefit the organisation.
 Identify & prioritise your distributor partners to ensure optimum utilisation of resources ensuring tie-ups with various distributor groups for business growth.
 Identify and onboard current channel partners to expand market reach.
 Achieve defined sales targets through a consistent sales effort by establishing annual,



quarterly, monthly, or weekly sales plans and prioritize and schedule team’s activities so these targets are met.
 Leading and monitoring the team efficiency, sales target achievement and sales effort through regular call reports, MIS and ensuring the adherence to the sales process of the organization.
 Adhere to regulations including the team.
 Drive profitability & market share from the sourced AUM by the team.

Building positive relationships with channel partners

 Provide training and support to channel partners to ensure successful product positioning and sales.
 Strengthen working relationships with current channel partners and distributors to entrench the brand and advance sales.
 Maintain & prioritize regular contact with distributors to sustain and improve the relationship.
 Ensure our distributors have a detailed understanding of our funds & products.
 Offer support to ch

📌 Cluster Head (Kolkata)
🏢 Talent Leads Consultants
📍 Kolkata