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Cluster Head Key Account Team Milestone Career Planner

5.0 - 9.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Relationship Manager, your responsibilities will include: - Handling relationships and sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors, and Trusts including charitable and retiral. - Achieving the Annual AUM / Net Sales Target of Location/ Regions. - Driving the sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank and NDs). - Keeping the P&L in check for the relationship sourced/acquired locally. Key Accounts Distribution: - Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode. - Large IFA catering to UHNI/ HNI, Family Offices, an...

Posted 1 month ago

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