Cluster Head – Key Account Team
5 days ago
RESPONSIBILITIES & TASKS:
Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices,
wealth advisors and Trusts including charitable and retiral.
Achieving the Annual AUM / Net Sales Target of Location/ Regions
Drive the Sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank and NDs.)
Keeping the P&L In check for the relationship sourced/ acquired localy
Key Accounts Distribution:
Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode
Large IFA catering to UHNI/ HNI, Family Offices and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF)
Key Accounts Clients
Large Family Office / Promoter office
MFO- Multiple Family Office Set up
TASC- Trust Association Societies and Clubs
Treasuries focusing on primarily non liquid
Focus on UHNI serving Wealth Distributors, folowed by FO/MFO , TASC and Treasuries who invest in non liquid primarily.
- CORE SKILLS & EXPERIENCE REQUIREMENTS
Skills & Experience
Wel versed with the Wealth distribution local market , FO and Treasuries
Deep understanding of the Debt,Equity , MLD, AIF and other emerging assets and markets
Knowledge of al Mutual Fund compliances
Knowledge & understanding of Wealth , Mutual Fund & AIF Industry - nationaly and localy
- PERSONAL CHARACTERISTICS
Strong interpersonal , Presentable and Communication skils
Maintain good relations across Departments for devising ways to provide value added services to the Clients
Good Analytics Skils
Displays ability to think out of the box. Solution provider.
Integrity and Trust building characterstick
Job Type: Full-time
Pay: ₹2,000, ₹2,500,000.00 per year
Work Location: In person
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