- 10-20 years experience with 3-4 years team management, managing HNI/UHNI clients with avg. AUM ≥ 1 Cr per RM, own client relationships preferred
- Manage and recruit a team of 10-12 Relationship Managers, acquire and handle HNI/UHNI clients, oversee training and attrition, focus on Mutual Funds, PMS, AIF, Equity, and Debt products
Exp - 10 to 20 years (with Team management experience of min 3-4 years)
Responsibilities
- 1. It's a role of Team Management.
- 1. Should have a team of atleast 10-12 Relationship Managers with an Avg. AUM of at least Cr per RM, managing HNI / UHNI clients with investment > 1 Cr per client.
- 1. Candidate having own set of Client relationships & Asset Under Management (AUM), and who have handled different geographies would be preferred.
- 1.
(S)he would be responsible for acquiring & managing HNI / UHNI relationships and also managing team of RMs operating out of same or different territories.
- 1. Recruitment and managing a team of Wealth Relationship Managers / Senior Relationship Managers.
- 6)The Wealth Relationship Manager will be Responsible for acquiring Privileged / Preferred clients (HNI/Ultra HNI - min AUM of Cr & above clients).
- 7)Recruiting, training, and ensuring seamless induction to the newly joined team members and managing attrition within the team.