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Looking for Preferred RM Head based at Chennai.

9.00 to 14.00 Years   Chennai   24 Jun, 2024
Anand Rathi Financial Services Limited
Job LocationChennai
EducationNot Mentioned
SalaryRs 14 - 26 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Looking for Preferred RM Head based at ChennaiSUMMARY: -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.PRE-REQUISITES: -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 Rs 5 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 approach.To 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.Interested applicants please email resume on hidden_email or whatsapp on hidden_mobile for further process.Thanks & RegardsPushpa JaiswarHuman Resources DevelopementMobile: hidden_mobile / hidden_mobile

    Keyskills :
    high net worth individualsteam managementpreferred bankingrelationship managementwealth managementradiancewealth manager

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