Senior Relationship Manager - Direct HNI - Delhi

Aditya Birla Sun Life Asset Management Ltd (AMC); Delhi; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) in Delhi is seeking a results-driven sales professional to drive business with high-net-worth clients and manage key relationships. The role focuses on achieving set targets, offering customized fund solutions, and collaborating with internal teams for market share growth.

The ideal candidate will maintain strong client networks, ensure adherence to SEBI/AMFI regulations, and actively participate in meetings with senior fund managers to relay

Qualifications

• Experience in selling financial products to high-net-worth individuals.
• Proven ability to achieve and exceed sales targets in financial services.
• Strong communication and relationship-building with clients.

Responsibilities

• Drive the business by targeting HNI Clients.
• Build a strong connect with target audience for mind share and market share.
• Synergize with relevant verticals to achieve objectives.
• Offer customized solutions with Combo products.
• Maintain excellent relationships with existing clients and expand key client base.
• Ensure high volume of business in the location/segment to achieve gross sales.
• Comply with SEBI/AMFI rules and internal audits.
• Organize meetings with Fund managers/CEOs and Heads of Sales; disseminate product updates timely.
• Push for referrals from their networks and act as a one-stop wealth solution for investors.

Skills

Sales target achievement

Client relationship management

Communication skills

HNI client handling

Negotiation skills

Tools

CRM software

Job description

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.

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 new client base.

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.

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.

• 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)