Cluster Head - Key Account Team

As a Relationship Manager, your role involves 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. You will be responsible for achieving the Annual AUM / Net Sales Target of Location/ Regions and driving the Sales strategy in line with the Partners" structure and thought process (Wealth-Bank and NDs). It is essential to keep the P&L in check for the relationship sourced/acquired locally. Key Responsibilities: - Develop relationships with Large Wealth outfits including Banking and non-banking lead and boutique firms with either RIA or ARN Mode - Identify and engage with Large IFA catering to UHNI/HNI, Family Offices, and Mid-size companies with minimum AUM of 250 crs AUA (not only restricted to MF) - Focus on UHNI serving Wealth Distributors, followed by FO/MFO, TASC, and Treasuries who invest primarily in non-liquid assets Qualifications Required: - Well versed with the Wealth distribution local market, FO, and Treasuries - Deep understanding of Debt, Equity, MLD, AIF, and other emerging assets and markets - Knowledge of all Mutual Fund compliances - Knowledge & understanding of the Wealth, Mutual Fund & AIF Industry - nationally and locally In addition to the above responsibilities and qualifications, the Core Skills required for this role include a comprehensive understanding of the Debt, Equity, MLD, AIF, and other emerging assets and markets. You should also possess knowledge of all Mutual Fund compliances and a deep understanding of the Wealth, Mutual Fund & AIF Industry both at the national and local levels.,