Cluster Head Mumbai (Key Accounts/ Institutional Sales)

Role Overview: You will be responsible for 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. Your main goal will be to achieve the Annual AUM/Net Sales Target of Location/Regions. You will drive the sales strategy while keeping in sync with the Partners structure and thought process (Wealth-Bank and NDs). Additionally, you will be required to keep the P&L in check for the relationship sourced/acquired locally. Key Responsibilities: - Manage key accounts distribution including: - 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) - Focus on key accounts clients such as: - Large Family Office/Promoter office - MFO-Multiple Family Office Set up - TASC-Trust Association Societies and Clubs - Treasuries focusing primarily on non-liquid Qualifications Required: - Proven experience in handling relationships and sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors, and Trusts - Strong track record of achieving Annual AUM/Net Sales targets - Knowledge of the Wealth-Bank and NDs sales structure - Ability to manage P&L for the relationship sourced/acquired locally - Familiarity with key accounts distribution and clients in the wealth management sector (Note: No additional details of the company were mentioned in the job description.),