Cluster Head - Key Account Team

Responsibilities

• Handling Relationships & 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 Drive 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: 1. Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode 2. 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 in non liquid primarily.
• Key Accounts Clients

Large Family Office / Promoter office

MFO- Multiple Family Office Set up

TASC- Trust Association Societies and Clubs

Treasuries focusing on primarily non liquid

Core Skills:

• Well versed with the Wealth distribution local market , FO and Treasuries
• Deep understanding of the Debt, Equity , MLD, AIF and other emerging assets and markets
• Knowledge of all Mutual Fund compliances
• Knowledge & understanding of Wealth , Mutual Fund & AIF Industry - nationally and locally