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HNI Desk Head

10.00 to 15.00 Years   Jaipur, Delhi, Ahmedabad   28 Jul, 2022
ANAND RATHI SHARE AND STOCK BROKERS LIMITED
Job LocationJaipur, Delhi, Ahmedabad
EducationNot Mentioned
SalaryRs 14 - 20 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    JD for HNI Desk Head:
    • 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.
    PRE-REQUISITES: -
    • Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.
    • Overall experience of around 10-15 years in the desired role with team management experience of min 3-4 years.
    • 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: -( Target- Individual + Team Target) AUM Building & Revenue Generation Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. The Relationship Manager will be Responsible for acquiring Privilege clients (HNI/Ultra HNI) (having min AUM of Rs5 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, Structured Products. ( **No Insurance & Retail BrokingInterested candidate may share their cvs onhidden_email or may contact onhidden_mobile

Keyskills :
structured productsmutual fundsclient relationship managementteam management

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