Team Lead - Direct HNI Sales - Delhi

Accountability

Supporting Actions

Business Management and achieving the set target

• Maximize business through top clients through sound relationship.
• Conduct business meetings and across the table presentations to corporate clients.
• Identify high-end potential clients to expand the business base.
  
  

Build strong Client Relationship

• 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 corporate clients.
  
  

Create a Strong mind Recall for ABSLAMC

• 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
  
  

Needs.

Compliance on all regulatory rules

• 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.
  
  

Maintaining MIS & Reporting

• Update client ownership report every month regularly to state/centre head.
• Maintain New client MIS and report to State/centre head
• Ensure corporate client database is updated regularly by sales support.