Preferred RM Head RM

Job description

**JD for Preferred RM Head:** The Privilege Desk Head is the ultimate face of our 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. **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. 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**: -  ( **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 Broking )**