Lead - Family Office Bussiness

Description:

- Business Management and achieving the set target

- Drive the business by targeting the family offices assigned

- New Client Acquisition of family offices

- Build a strong connect with target audience for maximizing the mind share and market share.

- Synergize with all relevant verticals for achieving the desired objective.

- Work on customized solution by offering Combo products with focus on alternate, offshore and equity products.

- Provide guidance on structural aspects to family offices

- Provide guidance on family office structuring to new/young family offices

- Generate product ideas/ insights basis requirements/demand trends in family offices

- Build strong Client Relationship

- Maintain excellent relationship with existing clients and expansion of key clients

- Ensuring high volume of business in the given location/segment to achieve the desired gross sales and ensuring multi-product sales.

- Develop and maintain key new client base.

- Compliance on all regulatory rules

- Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements

- Ensure all SEBI/AMFI rules and regulations are strictly complied.

- Maintaining MIS & Reporting

- Update client ownership report every month regularly to state/centre head.

- Maintain New client MIS and report to State/centre head

- Ensure corporate client database is updated regularly by sales support.

Job Description:

Job Purpose of Direct Reports: NA

Relationships:Relationship Type Frequency Nature

Internal

1. Head Family Office Business Daily Updating status of business

2. Customer service/ Ops & all support functions in the Zone Fortnightly Ensure adequate service to corporate clients & distributors.

3. Investment/ Product team Monthly Discuss with fund managers on key corporate clients and also arrange concall for key clients with the fund managers.