- Own end-to-end Project planning and execution
- Manage, coach and monitor the VRM team
- Define advisor segments, calling priorities and project targets
- Manage the inactive/unmapped advisor database
- Monitor VRM productivity, contact ability, engagement and lead generation
- Validate and consolidate qualified leads
- Ensure timely allocation/share of leads with respective ACMs
- Track the complete funnel from Advisor Base ? Contact ? Lead ? ACM Follow-up ? Reactivation ? Business
- Coordinate with ACMs to monitor lead closure and advisor activation
- Develop project dashboards and MIS for management
- Analyse project performance and identify bottlenecks
- Drive corrective actions to improve lead quality and conversion
- Capture advisor insights and use project data to refine targeting
- Ensure process adherence, data quality and campaign governance
- Drive overall project effectiveness and incremental business contribution