Team Lead - Direct HNI Sales

Key Responsibilities

• Drive business growth by targeting High Net Worth Individual (HNI) clients and achieving predetermined sales targets.
• Develop strong connections with the target audience to enhance brand recall and increase market share.
• Collaborate effectively with various business verticals to meet organizational goals.
• Offer tailored solutions by combining multiple products to meet client needs.
• Maintain and expand excellent relationships with current clients while developing a base of new key clients.
• Ensure high volume of business within assigned location or segment to reach gross sales targets.
• Provide strategic support aimed at service excellence and guarantee compliance with all regulatory and internal audit standards including SEBI and AMFI regulations.
• Organize meetings with fund managers, CEOs, and heads of sales to share updates and product information promptly.
• Encourage client referrals from their family and social circles to strengthen the customer network.
• Serve as a comprehensive wealth management consultant for investors, addressing all investment-related needs.