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Job Description

Roles and Responsibilities

SUMMARY: -

The Preferred RM Head is the ultimate face of Wealth Management vertical, as (s) he is going to be the final point of contact with the client.

• (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
• (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.

ROLES & RESPONSIBILITIES: -

• ( Target- Individual + Team Target)
• AUM Building & Revenue Generation
• Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.
• The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 5 Cr & above clients).
• Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
• Focus Products: Mutual Funds, PMS, Structured Products.

Desired Candidate Profile

PRE-REQUISITES

• Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.
• Overall experience of around 15-20 years in the desired role with team management experience of min 3-4 years.
• Should have stability of minimum tenure of 3-4 years in the current organization.
• Team managing and handling in the current experience is a must.
• Should have own set of Client relationships and AUM and also the team client relationships.

Please share updated profile with below details:

Business Details(Individual Business ) :

• Total AUM
• Team Management experience : If Yes , Kindly mention number of team members willing to bring along with you.

( Should be able to get a team of at least 2RM along with him)

Job Classification

Contact Details: