Team Lead - HR at Vitasta Consulting
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AVP - PMS & Asset Management Sales - HNI/UHNI (8-15 yrs)
We are hiring for a sales professional with acumen in handling HNI and ultra HNI clients for PMS and Asset Management schemes
Roles & Responsibilities:
- 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.
- 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
- 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.
- 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.
- Minimum 5+ years experience in handling HNI and Ultra HNI clients.
- Private Bankers with Channel Partner experience.
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