Team Lead - Direct HNI Sales

Birla Carbon; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Aditya Birla Group is seeking a Deputy Chief Manager to drive business with HNI clients, build strong client relationships, ensure regulatory compliance, and coordinate high-level meetings with fund managers and CEOs. The role focuses on expanding key accounts, managing compliance, and promoting comprehensive wealth solutions.

The candidate should demonstrate strategic business acumen, stakeholder management, and the ability to operate across sales, compliance, and client services within

Qualifications

• Experience in strategic business management and client relations.
• Understanding of SEBI/AMFI rules or compliance procedures.

Responsibilities

• Drive the business by targeting HNI clients and increasing market share.
• Build excellent relationships with existing clients and expand key accounts.
• Ensure compliance with regulatory rules and internal audit requirements (SEBI/AMFI where applicable).
• Organize meetings with fund managers/CEOs and Head of Sales; disseminate updates and product information; cultivate referrals and act as a wealth solution for investors.

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Designation : Deputy Chief Manager

Job Description:

4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated

Key Result Areas (Max 1325 Characters)

Supporting Actions(Max 1325 Characters)

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
• Discover more about life at Aditya Birla Group