Business Leadership & AUM Delivery
Own and deliver regional AUM targets by driving voluntary switches to Tata PFM from existing NPS subscribers across Central and State Government departments.
Monitor performance of Government Relationship Managers and ensure structured outreach to high-potential departments and subscriber bases.
Ensure consistent pipeline build-up, lead conversion, and timely execution of switching documentation.
Government & Institutional Engagement
Build and manage senior-level relationships with key government stakeholders – including Treasury offices, Directorate of Accounts, Nodal Offices, and Ministry departments.
Represent Tata Capital and Tata PFM in regional government forums, PFRDA-linked events, and subscriber outreach programs.
Support Government RMs in breaking into new departments and unlocking scale opportunities.
Team Management & Productivity
Train, and mentor a high-performing team of Government RMs in the region.
Drive structured weekly reviews, performance tracking, and coaching for productivity improvement.
Ensure team is equipped with latest product collaterals, objection handling scripts, and updated switching SOPs.
Sales Planning, Reporting & Compliance
Drive regional sales planning including target allocation, funnel tracking, and R&R program execution.
Coordinate with central MIS/operations teams for accurate reporting and adherence to TATs.
Ensure 100% compliance with PFRDA regulations, internal risk/compliance norms, and data handling protocols.