Team Lead - Direct HNI Sales

Aditya Birla Sun Life Asset Management Ltd (AMC); Karnataka; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Sun Life Asset Management Ltd (AMC) in Karnataka seeks a sales professional to drive growth by targeting HNI clients and expanding the investor base. You will build strong relationships with clients and ensure high-quality service.

The role emphasizes regulatory compliance, coordination with fund managers and sales heads, and creating strong mind recall for ABSLAMC through timely product updates and engagement with the investor community.

Responsibilities

• 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.

Job description

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

Needs.