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Understanding Channel-wise profitability and simultaneous multidimensional analysis of sales person efficiency

The client is a one and half century old Indian financial firm. One of the premier asset management companies in India, with over 20 years of track record of investment excellence.

The client manages trillions of dollars worth Assets every month. They operate with more than thousands of brokers selling a wide range of schemes. Transactions made by each broker may vary from few hundreds of rupees to crores of rupees. Their sales channels cover geographies across India. The profits earned by organization depends on the quality of assets brought in by Brokers. The higher the retention the greater the profit. Brokers are awarded an upfront brokerage for the sale and a yearly trail brokerage for as long as the fund is retained.