Relationship Manager - Direct HNI

DHNI - RM
Job Purpose
To achieve the absolute sales target & to establish strong relationships, service standards,
explore untapped potential clients.
Job Context
g)Identify & touch base with existing & new client segment, to get business from them, to
increase net sales & AUM.
h) Adequate planning and strategy.
i)Focus on inactive clients & follow activation.
j)Synergise with all relevant departments for achieving the desired objective
k)Ensuring the overall wealth solutions to HNI customers by Show casing all investment
vehicles MF, PMS debt and PMS equity, RE etc
Key Challenges for the role are as follows:
l)Increase the AUM with existing clients and strengthen the relationship with them in the
given cut throat market situation. Many new players have already entered and some more
are expected to enter this segment shortly.
m)To build relationships with a newer target segment
To upsell and cross sell products like real estate and PMS to existing direct UHNIs
Key Result Areas
KRA (Accountabilities) (Max 1325
Characters) Supporting Actions (Max 1325
Characters)Drive the business by targeting HNI
KRA1 Business Management and
achieving the set target 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.

KRA (Accountabilities) (Max 1325
Characters) Supporting Actions (Max 1325
Characters)Maintain excellent relationship with
KRA2 Build strong Client Relationship 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.KRA3 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.KRA4 Create a Strong mind Recall for
ABSLAMC Organize meetings with Fund
manager/CEOs and Head of Sales.
oDisseminates 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.KRA5 •Absolute Gross Sales- Equity
(20%)
•Absolute Gross Sales- Debt &
Liquid (20%)
•Net sales in Alternate products
(20%) Incumbent will be on variable pay
scheme (Bonus)

KRA (Accountabilities) (Max 1325
Characters) Supporting Actions (Max 1325
Characters)•Re-activation of Clients (20%)
•NCA/Activities/Engagements
(20%)