Cluster Head

You will be responsible for handling relationships and sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors, and Trusts including charitable and retiral. Your primary goal will be achieving the Annual AUM / Net Sales Target of Location/ Regions. To accomplish this, you will need to drive the Sales strategy in alignment with the Partners structure and thought process (Wealth-Bank and NDs). It will also be essential to keep the P&L in check for the relationships sourced/acquired locally. Your focus will be on managing key accounts distribution, which includes large Wealth outfits in both banking and non-banking sectors, lead and boutique firms with either RIA or ARN Mode. Additionally, you will work with large IFA catering to UHNI/HNI, Family Offices, and Mid-size companies with a minimum AUM of 250 crs AUA (not restricted to MF). Key Accounts Clients that you will be engaging with include Large Family Office / Promoter office, MFO-Multiple Family Office Set up, TASC- Trust Association Societies and Clubs, and Treasuries focusing primarily on non-liquid investments. Your main concentration will be on UHNI serving Wealth Distributors, followed by FO/MFO, TASC, and Treasuries who invest primarily in non-liquid assets.,