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Regional Head - Banglore -Insti Sales | Scrabble

Posted on June 21, 2024

Job Description

<ul> <li>Handling Relationships &amp; sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI &amp; Family offices,</li> <li>wealth advisors and Trusts including charitable and retiral.</li> <li>Achieving the Annual AUM / Net Sales Target of Location/ Regions</li> <li>Hiring and team management role - hiring quality KAM Manager &amp; ensuring the productivity through continiuous mentoring and Training</li> <li>Drive the Sales strategy</li> <li>Keeping the P&amp;L In check for the relationship sourced/ acquired locally</li> <li>Key Accounts Distribution:</li> <li>Managing direct relationship with Institutional clients including family offices, Ultra HNI and Trusts</li> <li>Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode</li> <li>Large IFA catering to UHNI/ HNI, Family Offices and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF)</li> </ul>
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