HNI Sales in AMC

Job Description

We have an urgent position Manager/Sr. Manager -ABC Sales (Direct sales) for leading asset Management Company (AMC) Position:- Manager/Sr. Manager Experience:- 5+ Years CTC- Up to 18 LPA Job Role - The key areas of responsibilities are as follows: 1. Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximize client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and company’s policies & processes at all times. - Knowledge & Essential Skills: - Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. - Good knowledge of financial products. - Consistently exceed the client’s expectations by being dedicated and passionate. - Excellent communication skills and a strong executive presence Academics: MBA – Finance (Full Time) or CA or CFA or CFP Show more Show less