JD for HNI Desk Head:

(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 robust ties with them by designing & implementing their financial
plans and then by ensuring that they execute on the right advisory.

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 10-15 years in the desired role with team management experience of min
3-4 years.

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.

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 Privilege clients (HNI/Ultra HNI)
(having min AUM of Rs5 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. ( **No Insurance & Retail Broking )

📌 HNI Desk Head (India)
🏢 Anand Rathi
📍 India