Job description

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 solid 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 (Kochi)
🏢 ANANDRATHI
📍 Kochi