MMutual Fund Operations
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
• Worked into discount vertical
• Worked into broking firm
• Should have experience in advertising about the company or doing some kind of campaign
• KRA includes re-activation of Demat accounts, Trades, Third party products.
• Should be able to guide and scale-up new and old clients to ensure team KRA achievement.
• Daily tracking of Input Output productivity. Input includes leads base calling and Output includes reactivation and revenue parameters
• Taking daily morning Huddles, weekly review of the Agents performance. Responsible for educating training the team.
• Quality Audit of pitch to check if product is pitched/promoted properly
• Data Management: Extracting data on vol, brokerage, active status from data source, excel knowledge on building pivots, graphs, v-look up.
• Graduate/ Post Graduate / MBA with 3-6 years’ experience in team leading.
• Proven work experience as a team leader
• Should have sound understanding of capital markets.
• Should be a result oriented, self - starter, proactive, strong motivator, collaborative, focused on team cohesion, dynamics constantly improve quality of performance.
• Should have good communication people management skills
• Should be NISM certified in Cash/Derivatives/Currency Derivatives.
• Should have excel knowledge ability to work with data, build MIS
• Worked into broking firm
• Should have experience in advertising about the company or doing some kind of campaign
• KRA includes re-activation of Demat accounts, Trades, Third party products.
• Should be able to guide and scale-up new and old clients to ensure team KRA achievement.
• Daily tracking of Input Output productivity. Input includes leads base calling and Output includes reactivation and revenue parameters
• Taking daily morning Huddles, weekly review of the Agents performance. Responsible for educating training the team.
• Quality Audit of pitch to check if product is pitched/promoted properly
• Data Management: Extracting data on vol, brokerage, active status from data source, excel knowledge on building pivots, graphs, v-look up.
• Graduate/ Post Graduate / MBA with 3-6 years’ experience in team leading.
• Proven work experience as a team leader
• Should have sound understanding of capital markets.
• Should be a result oriented, self - starter, proactive, strong motivator, collaborative, focused on team cohesion, dynamics constantly improve quality of performance.
• Should have good communication people management skills
• Should be NISM certified in Cash/Derivatives/Currency Derivatives.
• Should have excel knowledge ability to work with data, build MIS
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