Aditya Birla AMC - Relationship Manager - Direct Sales - HNI

Relationship Manager - Direct Sales HNI - Aditya Birla Sunlife AMC Ltd

Job Purpose : To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients

Job Context :

a. Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM.

b. Adequate planning and strategy.

c. Focus on inactive clients & follow activation.

d. Synergize with all relevant departments for achieving the desired objective

e. Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc.

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 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 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.