Team Lead - Direct HNI Sales
About the role
Designation:
Location: India Karnataka Bangalore - M G Road
Organization: Financial Services
Job Description:
4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated
Key Result Areas (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
Business Management and achieving the set target
Drive the business by targeting HNI Clients.
Build a strong connect with target audience for maximizing the mind share and market share.
Synergize with all relevant verticals for achieving the desired objective.
Work on customized solution by offering Combo products.
Build strong Client Relationship
Maintain excellent relationship with existing clients and expansion of key clients
Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
Develop and maintain key new client base.
Compliance on all regulatory rules
Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
Ensure all SEBI/AMFI rules and regulations are strictly complied.
Create a Strong mind Recall for ABSLAMC
Organize meetings with Fund manager/CEOs and Head of Sales.
Disseminates updates and other product related information in timely manner
Push for reference of their relatives and social circle.
Be the wealth one stop solution for investor for all investment related
Needs.
Questions about this role
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