HNI DESK - HEAD - Mumbai/ Jaipur - Top Financial Institution

LARGEST WEALTH MANAGMENT / INVESTMENT ADVISORY COMPANY HIRING FOR BELOW ROLE

call on : 94125 01851/88597 66816/87551 87878

send cv on rm@contactxindia.com

Role & responsibilities

HNI Desk Head

Candidate would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

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.

Candidate Profile

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).

Preferred candidate profile