Channel Head - Direct Hni Sales - Amc

Position : Channel Manager - Direct HNI

Experience : 10 - 16 years

About the Role :

We are looking for an experienced professional to drive HNI client acquisition, relationship management, and business growth . The role involves directly sourcing clients, offering tailored investment solutions, and ensuring high-quality client engagement.

Key Responsibilities :

• Acquire and manage HNI clients through networking, references, and self-sourcing.
• Achieve monthly and quarterly sales targets across Mutual funds, Wealth, equity, debt, liquid, PMS, and SIP products.
• Build long-term client relationships and drive engagement programs.
• Reactivate dormant clients and onboard new investors.
• Partner with corporates and distributors to expand business opportunities.
• Support business development initiatives such as events, campaigns, and contests.
• Provide timely client / product updates and ensure strong after-sales service.
• Ensure compliance with company guidelines and internal processes.
• Furnish sales reports and maintain updated records in sales portals.
• Lead and guide a team of Relationship Managers, driving their performance and capability building.

What We’re Looking For :