Channel Manager - Direct HNI Sales - Asset Management Firm

Key Responsibilities:

1. Identify & get in touch with existing & new client segments, to get business from them, to increase net sales & AUM.

2. Adequate planning and strategy.

3. Focus on inactive clients & follow activation.

4. Synergise with all relevant departments to achieve the desired objective

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

6. Increase the AUM with existing clients and strengthen their relationship in the cutthroat market. Many new players have already entered and some more are expected to enter this segment shortly.

7. To build relationships with a newer target segment

8. To upsell and cross-sell products like real estate and PMS to existing direct UHNIs