Preferred RM Head across locations

Responsibilities:
Will be responsible:
- 1. For offering financial advisory services to new 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 recent 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