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