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Abhishek

Partner at Talencia Consulting LLP

Last Login: 24 February 2024

Job Views:  
1860
Applications:  129
Recruiter Actions:  92

Job Code

770231

Head - New Client Acquisition - Corporates & HNI - AMC/Wealth Management Industry

8 - 16 Years.Mumbai
Posted 4 years ago
Posted 4 years ago

Opportunity with One of the top 10 Asset Management Company

Industry- AMC/Wealth (Corporate)

Direct Reportees- 4-6 (Delhi & Mumbai)

Reporting to: Head Institutional Sales

Roles & Responsibilities

- Generate New Client leads (corporates, startups, institutions, promoter groups, super HNIs)

- Being able to identify funding and cash flow movement before it is picked up by the media

- Keeping track of various regulatory developments that would impact sector & business cash flow & taxation prospects

- Acquiring new institutional & High Net Worth clients as per the business mandate

- Increasing business from the new relationships group companies, promoters and overall AUM

- Deepen the business from the relationships handled

- Actively work towards implementing processes and ideas for increasing the number of converted clients on regular basis

- KRAs would be around number of leads generated for the team across India, number of conversions from those leads, number of new clients acquired, Avg AUM managed in this space , and various other client engagement initiatives

Skills required -

- Sound knowledge of markets/business environment, regulatory landscape, and various financial products

- Strong communication skills

- Good perseverance and follow up

- Diligent and process oriented

- Team player

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Posted By

user_img

Abhishek

Partner at Talencia Consulting LLP

Last Login: 24 February 2024

Job Views:  
1860
Applications:  129
Recruiter Actions:  92

Job Code

770231

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