Team Lead - Direct HNI Sales - Delhi

Designation: Deputy Chief Manager

Location: India Delhi Barakhamba Road, New Delhi

Organization: Financial Services

Job Description:

Accountability

Supporting Actions

Business Management and achieving the set target

Maximize business through top clients through sound relationship.

Conduct business meetings and across the table presentations to corporate clients.

Identify high-end potential clients to the business base.

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 corporate clients.

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.

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.

Maintaining MIS & Reporting

Update client ownership report every month regularly to state/centre head.

Maintain New client MIS and report to State/centre head

Ensure corporate client database is updated regularly by sales support.