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05/11 Yamini
Team Lead - HR at Vitasta Consulting

Views:678 Applications:174 Rec. Actions:Recruiter Actions:3

AVP - PMS & Asset Management Sales - HNI/UHNI (8-15 yrs)

Bangalore/Chennai/Delhi NCR/Delhi Job Code: 862167

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.

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.


- 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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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