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VRM-Mutual fund sales
Location:
IN-Mumbai
Jobcode:
64abe4215afc0cd20abb2082
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Key Roles Relationship management - Multiple distributors for VRM

RM productivity - VRM resources

Digital developments - Bank digital properties

Marketing and product support


  • Relationship management Spoc for VRM business with product teams across distributors
  • Interacting with product teams on agenda setting and drives to build business
  • Relationship building with distributor ground staff (Center heads, TLs) at centers to drive business
  • Regularly plug in ground feedback to product team
  • Fulfilling marketing and digital requirements of VRM partners for sales efficiency
  • Training facilitation on products and processes for VRM and staff
  • RM Productivity Setting up VRM goal sheets
  • Formulating Goal sheet parameters and their roll out
  • Keeping close traction on the Goal sheet parameters and the same being changed if required.
  • Monitoring RMs performance closely which is month on month achievements on Gross Sales, Net Sales, SIP, AMFI (For bank)
  • Encouraging them by rolling out mailers for outstanding performance based on the month end file.
  • Running all employee initiatives - Plan , Launch and Update
  • Digital Developments Ownership of digital project with ICICI bank
  • Working closely with internal marketing and digital team on content creation
  • Liasoning with I Bank digital team on development and timelines
  • Objective of 100,000 SIP / month through digital properties
  • Regular meeting with Bank product team

Corporate Chemistry

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