Cluster Head – Key Account Team

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:

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)

Key Accounts Clients

1. Large Family Office / Promoter office

2. MFO- Multiple Family Office Set up

3. TASC- Trust Association Societies and Clubs

4. 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.

3. 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

4. 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: ₹2,000,000.00 - ₹2,500,000.00 per year

Work Location: In person