AVP - PMS & Asset Management Sales - HNI/UHNI

We are hiring for a sales professional with acumen in handling HNI and ultra HNI clients for PMS and Asset Management schemes

Roles & Responsibilities:

Sales:

- Empanel distributors to sell the investment management schemes.

- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channels, and direct clients, as outlined.

- To generate processes and MIS for effective sales monitoring and reporting.

- Handling channel and client queries.

Strategy planning:

- Plan overall strategy of the department in alignment with the overall organization's objectives

- Achieve set targets through designed strategy

- Keep monitoring & review strategy on a going basis

Internal Coordination:

- Liaising with senior management to arrive at clear objectives for the department

- Resource planning

- Liaising with investment teams to enable client interaction & information

- Liaising with operations and ensure smooth functioning between department & operations.

- Ensure proper compliance with respect to all channel partners distributors/clients, etc.

Compliance:

- Ensure all activities are as per proper compliance internally and as per regulatory requirements.

- Ensure all distributor agreements/client documentation has met with all regulatory & compliance requirements on an on-going basis.

Eligibility

- Minimum 5+ years experience in handling HNI and Ultra HNI clients.

- Private Bankers with Channel Partner experience.