- 10-20 years experience with 3-4 years in team management, expertise in managing HNI/UHNI clients and AUM
- Lead and manage a team of 10-12 Relationship Managers, acquire and handle HNI/UHNI client relationships, recruit and train wealth managers, focus on Mutual Funds, PMS, AIF, Equity, and Debt products
Job Summary
It's a role of Team Management.
Responsibilities
- 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.
- She/He would be responsible for acquiring and 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.