· To manage the Mutual Fund product desk.

· To manage the relationship with external fund houses which are product manufacturers

· To implement relevant strategic & tactical management initiatives.

· To support the channel by assisting them with timely reverts on their MIS related queries.

· To analyze and data mine to generate relevant reports and outputs which impact business decisions

· To manage product related MIS & analytics.

· To be a key driver of MF data analytics in TPP Team and generate significant reports.

· To assist the Regional Heads to meet the product targets.

· Working closely with the Branch Channel to help PCG- Branch cross sell products.

· Portfolio analysis for existing & prospective clients.

· Regular training of PCG RM’s & dealers.

Conceptualize, launch and track Team building activities/exercises in line with the Business requirements

📌 Product - PCG Product Lead - West (Mumbai)
🏢 Kotak Securities
📍 Mumbai