SUMMARY: -

- The RM Head is the ultimate face of our NRI Sales desk, as (s) he is going to be the final point of contact with the client.

- (S)he would be responsible for acquiring NRI 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 NRI Wealth Management/Private Banking set up, experienced in driving sales.

- 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.

ROLES &

RESPONSIBILITIES: -

- Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.





- Planning and achieving self and team sales targets through the defined Wealth Management products.

- The Relationship Manager will be Responsible for acquiring NRI clients .

- Maintaining client relationships and generate AUM from NRI clients.

- To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.

- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.

- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.

- To conduct and assist in organizing seminars, workshops and other business development activities.

📌 NRI RM Head (Chennai)
🏢 ANANDRATHI
📍 Chennai