Job highlights

- Experience managing a team of 10-12 Relationship Managers with Avg. AUM per RM and own HNI/UHNI client relationships across geographies
- Acquire and manage HNI/UHNI clients, recruit and train Wealth Relationship Managers, oversee team operations across territories, focus on Mutual Funds, PMS, AIF, Equity, Structured & Debt Products

Job Summary It's a role of Team Management. 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. 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.

Responsibilities

- It's a role of Team Management.
- 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.
- 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.

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