Preferred RM Head across locations

Responsibilities:

Will be responsible:

1. For offering financial advisory services to recent and existing HNI / UHNI clientele with special

emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr.

and above).

2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of

self and team responsibilities).

3. For Recruitment, Training, Mentoring and retention of Team members.

4. To grow clientele AUM consistently from the new and existing clients.

5. To generate revenues to be able to earn handsome incentives for Self contributions and for the

team members.

Requirements:

1. Experienced professionals of more than 10 years, with relevant experience of Wealth management

advisory services.

2. Post Graduate from any discipline is a must.

3. Stability of minimum 3-4 years in the current and previous assignments.

📌 Preferred Head Relationship Manager (Lucknow)
🏢 Anand Rathi
📍 Lucknow