Job Summary

It's a role of team management. Should have a team of at least 10-12 Relationship Managers with an Avg. AUM of at least Cr per RM, managing HNI / UHNI clients with investment > 1 Cr per client.

Candidates having own set of client relationships & Asset Under Management (AUM), and who have handled different geographies would be preferred.

(S)he would be responsible for acquiring & managing HNI / UHNI relationships and also managing a team of RMs operating out of same or different territories.

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

The Wealth Relationship Manager will be responsible for acquiring privileged / preferred clients (HNI / Ultra HNI - min AUM of 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, AIF, Direct Equity, Structured & Debt Products.





Responsibilities

- It's a role of Team Management.
- Should have a team of at least 10-12 Relationship Managers with an Avg. AUM of at least Cr per RM, managing HNI / UHNI clients with investment > 1 Cr per client.
- Candidate having own set of Client relationships & Asset Under Management (AUM), and who have handled different geographies would be preferred.
- (S)he would be responsible for acquiring & managing HNI / UHNI relationships and also managing team of RMs operating out of same or different territories.
- The Wealth Relationship Manager will be responsible for acquiring Privileged / Preferred clients (HNI/Ultra HNI - min AUM of Cr & above clients).

Requirements
- Experience: 10 to 20 years (with team management experience of min 3-4 years).

📌 Regional Heads - Preferred / Partner , Wealth Management (Coimbatore)
🏢 Quick Turtle
📍 Coimbatore