Regional Manager - Portfolio Management Services - BFSI

Purpose of the Job:

- This position is responsible for soliciting business across all such products primarily targeting Promoters and Ultra High Net Individuals associated with the top 500 listed and unlisted companies in India

- While the primary responsibility of the position is to solicit business in alternate offerings.

- The role will also offer entire bouquet of products offered by NAM India including MF & ETF.

Key responsibilities:

- Direct acquisition and relationship management of HNI and Insti clients

- Identify and develop relationship with key decision makers in the target segment as mentioned above

- Develop deep insight about the cashflow cycle of such Investors to ensure that we are in the right place at the right time

- Keep prospective Investors updated about key developments in the business through regular connect.

- Liaison with corporate office to ensure regular engagement of Fund Management team/ Business Head with the key decision makers

- Liaison with the product / fund management team to customize our offering to suit the requirements of the Investor