1
Drive Passive (ETF & Index) adoption by enabling Sales, not replacing them.
Continuously coordinate with Regional Heads, Center Heads & RMs to push Passive drive in the respective zones. Train RMs for passive market share.
2
Track & report Passive performance (MIS, dashboards)
Maintain micro level MIS for respective Zone.
3
Increase in AUM/market share
Execute HO Vision & product wise strategies at zonal level.
4
Strategic Alliances
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Tie up with existing distributors. Identify new age distribution models and recruit them for passive fund.
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Conduct Event, training workshops.