Cluster Head Key Account Team

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, and Mid-size companies with a minimum AUM of 250 crs AUA (not only restricted to MF). Key Accounts Clients: - Large Family Office / Promoter office. - MFO- Multiple Family Office Set up. - TASC- Trust Association Societies and Clubs. - Treasuries focusing primarily on non-liquid investments. Your core skills and experience requirements include: - Being well-versed with the Wealth distribution local market, FO, and Treasuries. - Having a deep understanding of Debt, Equity, MLD, AIF, and other emerging assets and markets. - Knowledge of all Mutual Fund compliances. - Understanding of Wealth, Mutual Fund & AIF Industry - nationally and locally. In terms of personal characteristics, you should possess: - Strong interpersonal, presentable, and communication skills. - Ability to maintain good relations across departments for devising ways to provide value-added services to the clients. - Good analytics skills. - Displaying the ability to think out of the box and being a solution provider. - Integrity and trust-building characteristics. This is a full-time position that requires in-person work.,