- 10-20 years experience with 3-4 years team management, managing HNI/UHNI clients and AUM
- Acquire and manage HNI/UHNI relationships, lead and recruit team of Relationship Managers, focus on Mutual Funds, PMS, AIF, Equity, Structured & Debt products
Job Summary It's a role of team management.
Should have a team of at least 10-12 Relationship Managers with an average AUM of at least Cr per RM, managing HNI / UHNI clients with investments > Cr per client.
Responsibilities
- Candidate having own set of client relationships and Asset Under Management (AUM), and who have handled different geographies would be preferred.
- They would be responsible for acquiring and managing HNI/UHNI relationships and also managing a team of RMs operating out of the 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).
- 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).