Lead - Family Office Institutional Sales

Description:

Job Context:

- Managing senior of top treasury handling top/key people of MF

- Quasi Fund Manager

- Increasing Market share from existing customer.

- Increasing AAUM

- Increasing New client acquisition

- Responsible for Centre Ranking

- Market Share accountability & improvement across DOMcop, PF, Banking & FIs, Overseas

- Collaboration with BD, Product & Investments, Retail Sales Team, Operations Team

- Operational Excellence handling customers journey

- Cross Sell within ABC

- Up sell to existing institutional clients

- Has to have high level of connectivity with large corporate clients and increase service standards,

- Visibility and goodwill among corporate clients.

- Market Intelligence and competition benchmarking

- Data Analytics & Portfolio Analysis

- Ideation & Creation of Client Engagement for higher mindshare

- Engagement with Channel Partner for higher mindshare

- Reactivation of dormant customers

- Mitigation of risk through diversification of aum

- Healthy & profitable asset mix.

- People Management