Senior Relationship Manager - Direct HNI - Delhi

Key Result Areas

Supporting Actions

Business Management and achieving the set target

• Drive the business by targeting HNI Clients.
• Build a strong connect with target audience for maximizing the mind share and market share.
• Synergize with all relevant verticals for achieving the desired objective.
• Work on customized solution by offering Combo products.
  
  

• Maintain excellent relationship with existing clients and expansion of key clients
• Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
• Develop and maintain key new client base.
  
  

• Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
• Ensure all SEBI/AMFI rules and regulations are strictly complied.
  
  

• Organize meetings with Fund manager/CEOs and Head of Sales.
• Disseminates updates and other product related information in timely manner
• Push for reference of their relatives and social circle.
• Be the wealth one stop solution for investor for all investment related
  
  

• Absolute Gross Sales- Equity (20%)
• Absolute Gross Sales- Debt & Liquid (20%)
• Net sales in Alternate products (20%)
• Re-activation of Clients (20%)
• NCA/Activities/Engagements (20%)
• Incumbent will be on variable pay scheme (Bonus)