Location: India Delhi Barakhamba Road, Current 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 Robust 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 (India)
🏢 Aditya Birla Group
📍 India
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