Job Description

Key Responsibilities:

1. Channel Development and Growth:

- Develop strategies to strengthen the RM channel, focusing on scaling operations, improving productivity, and enhancing client acquisition and retention.

- Collaborate with the Managing Partner to identify growth opportunities and implement initiatives to capture these opportunities effectively.

- Monitor and evaluate the performance of the RM channel, ensuring alignment with the company's overall goals and growth agenda.

2. Tools and Infrastructure Development:

- Design and develop digital tools and resources to empower RMs to deliver outstanding customer experiences.

- Work closely with technology and operations teams to create intuitive and efficient systems that streamline RM workflows.

- Ensure these tools are updated and aligned with evolving customer needs and market dynamics.

3. Training and Development:

- Organize regular training programs for RMs to enhance their understanding of financial products, digital tools, and client engagement techniques.

- Develop training materials and sessions tailored to various levels of RM expertise, fostering a culture of continuous learning.

- Incorporate feedback from RMs to refine and optimize training content and delivery.

4. Operational Excellence and Process Management:

- Create comprehensive process notes, operations manuals, and support documentation for the RM channel.

- Establish and maintain robust workflows to ensure operational efficiency and compliance with industry standards.

- Deliver high-quality presentations, reports, and materials to support channel initiatives and stakeholder communication.

Education:

- A Master's degree in Finance or a related field, with a strong academic background and a research-oriented mindset.

Experience:

- Extensive experience in mutual fund operations, sales, and processes.

- A deep understanding of the financial markets, particularly mutual funds and related savings products.

- Familiarity with the digital infrastructure in the financial services industry, including CRM tools, MIS systems, and digital sales platforms.