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Wealth Management Marketing High Level Operational View
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Wealth Management Marketing High Level Operational View


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  • 1. Prepared By: Kaushik Pramanik Management & Strategy (Oxford), Finance (London School of Economics), MTech (IIT), PMI-PMP
  • 2. WM Marketing Overview •Cross-divisional & cross-regional co-ordination •Cross-functional leadership, management & alignment. •Global controlling of WM marketing investments •Legal & Risk compliance across divisions and regions related to marketing. •Translates global business priorities into marketing strategy. •Entry point and partner for all investment and product related marketing activities. •Marketing strategy, planning and budget allocation for IPS and international WM Markets. •Production of client & sales literature in relation to various banking product. •Product documentation & after- sales reporting. • Define regional marketing strategy • Plan, Budget, Manage & Execute regional projects • Alignment with IPS, CAs, Divisional and Regional Business Heads Sales, Corporate Centre and other stakeholders. • Legal & Risk compliance • Marketing related support Global Marketing Vision & Strategy Wealth Management Marketing Platform & Framework Central Marketing Product Marketing Regional Marketing 2
  • 3. WM Marketing : Context IPS WMCH WMI Product Management CAs, Sales & Business Heads APAC EMEA CAs, Sales & Business Heads CAs, Sales & Business Heads Product Marketing Materials Theme Marketing Dossier E2B Package Product Catalogue Requests Provides WM Marketing Team 3
  • 4. WM Product Marketing Market Account Management Alignment with IPS Marketing Material Planning and production of online and offline client & sales literature for internal and external product marketing. Automated product documentation and event based marketing materials. After sales reporting Provide Qualitative and Quantitative dashboard.  Account management services and interface with IPS business sectors.  Translating IPS business goals and strategies into product marketing objectives and activities.  Set-up and plan various projects to produce product and on–demand marketing materials.  Strategic partner with WM international locations’ business and Swiss business (Except US).  Collaboration with regional sales, CAs and other business representatives to handle market requests and demand on marketing materials.  Provide an in-depth view of a specific market. 4
  • 5. 5 Top Level Governa nce Regional Marketing Governance Strong focus from top. End to end governance. Top to bottom transparency. High-level of accountability. Result oriented structure. Clear strategy & big picture. Long-term sustainability. Well drawn road map. Team force in action. Fostering collaboration. Catalyst to transformation. Reward and recognition. COO / CMO CIO (Chief Investment Officer) WM Marketing Governance Triangle Product Marketing Governance Central Marketing Governance Consists of Central, Regional , Product Marketing, Sales and IPS participants. Frequency (1 per month)
  • 6. Business Manager Marketing Collaborati on & Co- ordination Business Management: Key Competencies Collaboration between divisional and regional sales, CAs, IPS, Product marketing team. Conceptual design, annual marketing planning, cost control, quality control, investment review, process optimisation, program & project tracking, supervisory duties. Set-up and execute cross divisional and cross regional governance structure, lead steering committee meeting. On-boarding of staff, facilitate training, organizational communication, FTE tracking (start to end) and target management. Manage marketing risk, develop the risk framework, controlling risk, regulatory requirements and audit related activities in Wealth Management Marketing department. Support Sr. Management with KPI reporting for EC meetings, marketing communication, billboard news letter , organizational announcements etc. Risk, Le gal & Audit 1 2 3 4 5 6 6
  • 7. 7 Remain aligned with corporate strategy Metrics & KPI Reporting Closing a Program / project. Defining a Program / project Identifying a Program / project. Development Monitoring & Control Realising t he Benefits Business Program Management: Framework
  • 8. The end.. Thank you.. TAJ MAHAL Symbol of Exceelence