Head - Strategic Business Dev. Unit
NJ India Invest Pvt. Ltd.
Responsibilities (Max. team – 5
- Front-end: Strengthen Front-end of NJ group; identifying, planning & managing all customer facing IT Projects
- Business Process Mngt.: Process & IT Projects Mngt. for multiple Functions (Sales, Marketing, Audit, Research & SBDU) and working with Functional Heads / Management to define & achieve business objectives.
- Business Intelligence: Providing requisite MIS, Sales insights & managing Sales Process & PA for entire sales team.
- Publications: Structuring, coordinating, editing and approving various internal publications.
- Chief Policy Officer & Chief Communications Officer for group. Also includes defining systems, processes.
Key Projects Managed:
Client Desk, Advisors Desk, Sales Employees Desk, CIA Desk, CRM, E-Communications, Websites, Audit, Business MIS, Sales Process, MF Fundz Watch, Financial Planning, Insurance Mngt System.
Key Results & Achievements
- Managed transition of Client Desk (MF) into comprehensive Wealth Desk. Change directly impacted 3.5 lakh users.
- Complete revamp of the Advisors Desk of NJ consisting over 150 menu items. Big impact on 15,000+ Advisors.
- Developed MIS across multiple products, covering 15000+ advisors, 12+ lac Clients, Rs.10,000+ Cr. MF AUA
- Implemented Corporate Advisors Desk for institutional Advisors for enabling easy distribution business management
- Defined standard guidelines for design & structuring of all user desks impacting many front-end, back-end IT projects
- Helped define, design and launch the CIA (Certified Insurance Advisor) Desk & website for the NJ’s insurance business
- Helped define 40+ organisational Policies in multiple areas of Information Security, HR, Sales & Pricing, Finance, etc.
- Initiated a new quarterly flagship publication - “Wealth Watch” for investors and “NJ Connect” for employees