Cluster Head
1 day ago
Responsibilities
- 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 locally
- Key Accounts Distribution: 1. Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode 2. Large IFA catering to UHNI/ HNI, Family Offices and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF)
- Focus on UHNI serving Wealth Distributors, followed by FO/MFO , TASC and Treasuries who invest in non liquid primarily.
- 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
Core Skills:
- Well 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 all Mutual Fund compliances
- Knowledge & understanding of Wealth , Mutual Fund & AIF Industry - nationally and locally
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