Job Description
Roles and Responsibilities
SUMMARY The Preferred RM Head is the ultimate face of HNI/UHNI 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.
- (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 Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 5 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.
Desired Candidate Profile
PRE-REQUISITESCandidate 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.
Desired Candidate Profile
Desired Candidate Profile
Desired Candidate Profile
- 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.
# Consistent performer enjoying an excellent reputation in market.
# Not a frequent job change.
# Excellent communication and team person
# Working by the method of Lead By Example
# Candidates from Banks will do, but should be into Wealth Management and into acquisition and service of UHNI clients.
Team management experience is must. * Recruitment and retention of Team members. * More focus on Client acquisition (Individual & team targets), Service - MF AUM, PMS, Structured products.
Please share updated profile with below details:Business Details(Individual Business ) :
- Total AUM
- Team Management experience : If Yes , Kindly mention number of team members willing to bring along with you.
Key Skills
Team HandlingHNIRetail SalesBook SizeClient AcquisitionUHNIFund ManagementSales PresentationTPPRelationship ManagementClient ServicingRevenue
Skills highlighted with ‘‘ are preferred keyskills
Education
UG:Any Graduate
PG:Any Postgraduate
Company Profile
Fortune Human Capital (P) Ltd
Our client is a leading financial organization and a group of Co. having diversified interest and being counted among Best Employers.
Company Info
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View Contact Details+
Recruiter Name:HR department
Contact Company:Fortune Human Capital (P) Ltd
Telephone:011-40521450
Reference Id:Head PRM
Website:http://www.fhc.co.in
Salary:
18,00,000 - 33,00,000 P.A.
Industry:
Department:
Role Category:
Retail & B2C Sales
Role:
Regional Sales Manager (B2C)
Employment Type:
Full Time, Permanent