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Team Lead Direct HNI Sales DelhiFinancial Services • New Delhi, Delhi, India
Team Lead Direct HNI Sales Delhi

Team Lead Direct HNI Sales Delhi

Financial Services • New Delhi, Delhi, India
21 days ago
Job description

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.


Required Experience:

Chief


Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 1200000 - 1600000
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Team Lead Direct HNI Sales Delhi • New Delhi, Delhi, India

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