Team Lead - Direct HNI Sales - Delhi

Team Lead - Direct HNI Sales - Delhi

03 Aug
|
Aditya Birla Group
|
Delhi

03 Aug

Aditya Birla Group

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 expand the business base.

Build solid 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.

📌 Team Lead - Direct HNI Sales - Delhi
🏢 Aditya Birla Group
📍 Delhi

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