Cluster Head Key Account Team Milestone Career Planner

5.0 - 9.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Relationship Manager, your responsibilities will include: - Handling relationships and sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors, and Trusts including charitable and retiral. - Achieving the Annual AUM / Net Sales Target of Location/ Regions. - Driving the sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank and NDs). - Keeping the P&L in check for the relationship sourced/acquired locally. Key Accounts Distribution: - Large Wealth outfits; Banking and non-banking lead and boutique firms with either RIA or ARN Mode. - Large IFA catering to UHNI/ HNI, Family Offices, an...

Posted 1 month ago

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Staff - BT-FS Wealth operations EY

2.0 - 6.0 years

0 Lacs

karnataka

On-site

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth Clients with scaling their wealth operations across their middle and back office functions. This includes working with the clientele to set up their Global Delivery Centers and a reliable and scalable operating model that will enable their req...

Posted 5 months ago

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