Team Lead - Direct HNI Sales

Role Overview

This leadership role focuses on driving business growth by managing and expanding relationships with high net-worth individual (HNI) clients. The position demands managing key client accounts, spearheading sales initiatives, and ensuring compliance while establishing the organization as a premier wealth management solution.

Key Responsibilities

• Maximize revenue generation by cultivating strong relationships with top-tier clients.
• Conduct impactful business meetings and presentations to corporate clients to promote services and solutions.
• Identify and target potential high-value clients to broaden the customer base.
• Maintain and deepen relationships with existing key clients to secure high business volumes within the assigned region or segment.
• Develop and nurture vital corporate client relationships continuously.
• Coordinate meetings with fund managers, CEOs, and heads of sales to reinforce strategic partnerships.
• Keep clients informed with timely product updates and relevant information.
• Encourage client referrals within their family and social networks.
• Position the organization as a comprehensive wealth management resource covering all investment needs.
• Ensure compliance with all regulatory and internal audit guidelines including SEBI and AMFI regulations.
• Provide strategic support to uphold service excellence standards.
• Maintain monthly client ownership reports and new client MIS; regularly update sales support on corporate client databases.

Eligibility

Suitable candidates with prior experience in managing direct sales to HNI clientele in financial services, demonstrating strong relationship-building, leadership, and compliance adherence skills.