1. Business Development and Sales Enablement
- Achieve Passive Fund Sales Targets (Net Sales, SIP count, distributor activation and IAP events) for the
assigned zone.
- Drive business through National & Regional Distributors, Banks, RIAs, Wealth Managers, PMS, PFs Broking
Platforms and Family Offices.
- Develop and execute zonal sales strategies in co-ordination with the central Passive Fund team and local
distribution channels.
- Identify and nurture key accounts and expand penetration across existing and emerging distribution
segments.
- Drive the growth of Passive Funds (ETFs/Index Funds) in the assigned zone through focused sales,
distribution enablement and relationship management.
2. Product Expertise and Market Intelligence
- Demonstrate strong knowledge of Passive Products (ETFs / Index Funds), market trends and competitor
positioning.
- Provide market feedback and insights to the central product and strategy teams for continuous
improvement in product offerings and pricing.
- Conduct detailed product presentations, webinars and workshops for internal and external stakeholders.
- Leverage deep product and market knowledge to strengthen the zone’s capabilities in the Passive space.
- Act as the subject matter expert and single point of contact for all Passive Fund related initiatives and
queries for the zone.
3. Training, Awareness and Relationship Management
- Conduct regular training and knowledge sessions for distributors, RMs and investors to strengthen
understanding of Passive Funds.
- Build and maintain strong relationships with HNIs, key distributors and institutional partners.
- Represent the Company in investor meets, industry events and financial fairs to enhance brand visibility in
the Passive Fund space.
4. Team Collaboration & Leadership
- Guide and support Zonal and UFC level Relationship Managers in meeting their Passive Fund targets.
- Encourage cross functional collaboration with Product, Marketing and Operations Teams to ensure smooth
execution of passive business initiatives.
- Promote a culture of learning, professionalism and ethical conduct consistent with Company values.
5. Governance & Service Excellence
- Ensure prompt servicing of investor and distributor requests in coordination with Investor Services and
Registrar teams.
- Maintain compliance with internal processes, regulatory norms and brand standards across all sales
activities.
- Ensure efficient utilization of UFC infrastructure and timely collection of funds
