Regional Head - Banglore -Insti Sales | Scrabble & Jigsaw
Posted on June 21, 2024
Job Description
- 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
- Hiring and team management role - hiring quality KAM Manager & ensuring the productivity through continiuous mentoring and Training
- Drive the Sales strategy
- Keeping the P&L In check for the relationship sourced/ acquired locally
- Key Accounts Distribution:
- Managing direct relationship with Institutional clients including family offices, Ultra HNI and Trusts
- Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode
- Large IFA catering to UHNI/ HNI, Family Offices and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF)