Excellent opportunity For Preferred RM Head@Mumbai

Looking for Preferred RM Head for Mumbai location.

SUMMARY

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

Mutual Funds, PMS, Structured Products and Bonds

Overall experience of around 9-12 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 1 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 Preferred's 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.

If you are interested please share your profile on

Regards

Pushpa Jaiswar

Human Resource

Anandrathi Group