Regional Heads - Pvt Banking / Wealth Management (Chennai)

Regional Heads - Pvt Banking / Wealth Management (Chennai)

22 Oct
|
Quick Turtle
|
Chennai

22 Oct

Quick Turtle

Chennai

Job Summary

It's a role of team management. It 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 > Cr per client. Candidate having own set of Client relationships & Asset Under Management (AUM), and who have handled different geographies would be preferred. The incumbent will be responsible for acquiring & managing HNI / UHNI relationships and also managing 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.

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 > 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.
- 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

Requirements
- Experience: 10 to 20 years (with Team management experience of min 3-4 years).
- Should have own set of Client relationships & Asset Under Management (AUM), and who have handled different geographies would be preferred.

📌 Regional Heads - Pvt Banking / Wealth Management (Chennai)
🏢 Quick Turtle
📍 Chennai

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