Channel Head - Direct HNI Sales - AMC

Description:

About the Role:

We are looking for an experienced professional to drive HNI client acquisition, relationship management, and business growth. The role involves directly sourcing clients, offering tailored investment solutions, and ensuring high-quality client engagement.

Key Responsibilities:

- Acquire and manage HNI clients through networking, references, and self-sourcing.

- Achieve monthly and quarterly sales targets across Mutual funds, Wealth, equity, debt, liquid, PMS, and SIP products.

- Build long-term client relationships and drive engagement programs.

- Reactivate dormant clients and onboard new investors.

- Partner with corporates and distributors to expand business opportunities.

- Support business development initiatives such as events, campaigns, and contests.

- Provide timely client/product updates and ensure strong after-sales service.

- Ensure compliance with company guidelines and internal processes.

- Furnish sales reports and maintain updated records in sales portals.

- Lead and guide a team of Relationship Managers, driving their performance and capability building.

What Were Looking For:

- Proven experience in HNI client acquisition & relationship management (financial services preferred).

- Strong knowledge of financial products and markets.

- Excellent communication, negotiation, and presentation skills.

- Ability to lead and motivate a sales team.