hireejobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Preferred Head

10.00 to 20.00 Years   Hyderabad   28 Dec, 2024
Anand Rathi Financial Services Limited
Job LocationHyderabad
EducationNot Mentioned
SalaryRs 14 - 26 Lakh/Yr
IndustryBFSI
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

    The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client.(S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.(S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach ofMutual Funds, PMS, Structured Products and Bondsis a must.Overall experience of around 15-20 years in the desired role with team management experience of min 3-4 years.Should have stability of minimum tenure of 3-4 years in the current organization.Team managing and handling in the current experience is a must.Should have own set of Client relationships and AUM and also the team client relationships.ROLES & RESPONSIBILITIES: -Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.Planning and achieving self and team sales targets through the defined Wealth Management products.The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs5 Cr & above clients).Maintaining client relationships and generate AUM from Preferred clients.Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferreds advisory approachTo learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios through the various notes shared by product team.Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.To conduct and assist in organizing seminars, workshops and other business development activities.As discussed, please find the JD for Account managers-
    • Assisting the Wealth RM
    • Servicing the clients
    • Preparing reports to be shared with clients
    • Coordination with the AMCs for processing the transactions
    • Business Development:
    • Generating leads,
    • Facilitating meetings with prospects through both cold calling and referencing
    Criteria-
    • Good communication skills
    • Eye to details
    • Should be open to learning
    • Aggressive and career oriented
    • Presentable
    Have an understanding of MFs and other financial products

Keyskills :
careerlead generationeyecommunicationgoodorientedskillsaggressive

APPLY NOW

Preferred Head Related Jobs

© 2019 Hireejobs All Rights Reserved