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 locally.
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
📌 JM Financial AMC - Cluster Head - KAM- Mumbai
🏢 Acura Solution
📍 Mumbai
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