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
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.,