Team Lead - Direct HNI Sales (India)

Team Lead - Direct HNI Sales (India)

07 Aug
|
Financial services
|
India

07 Aug

Financial services

India

4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated

Key Result Areas (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

Business Management and achieving the set target

- Drive the business by targeting HNI Clients.
- Build a strong connect with target audience for maximizing the mind share and market share.
- Synergize with all relevant verticals for achieving the desired objective.
- Work on customized solution by offering Combo products.

Build robust 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 new client base.

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.

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.

📌 Team Lead - Direct HNI Sales (India)
🏢 Financial services
📍 India

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