Cluster Head – Mumbai (Key Accounts/ Institutional Sales)

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) Key Accounts Clients 1. Large Family Office / Promoter office 2. MFO- Multiple Family Office Set up 3. TASC- Trust Association Societies and Clubs 4. Treasuries focusing on primarily non liquid Focus on UHNI serving Wealth Distributors, followed by FO/MFO, TASC and Treasuries who invest in non-liquid primarily. Show more Show less