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 strong 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 Recent client MIS and report to State/centre head
- Ensure corporate client database is updated regularly by sales support.

📌 Team Lead (New Delhi)
🏢 Financial services
📍 New Delhi