Domain : Wealth Management

Designation : Depending upon past experience and interview performance.

Job Profile:

- The key deliverable for the organization this year is increased AUM's and New To Organisation clients (NTO)

- Hence the key objective of the Relationship Manager would be to acquire qualified NTO's with minimum wallet share of 25L which should deepen to 1cr plus over the year

- Another key objective of the Relationship Manager would be to deepen existing relationships

- Formulate plans to acquire new HNI customers for increasing customer base of the portfolio.

- Providing seamless and superior service delivery

- Ensuring compliance with key regulatory requirements

Required Experience And Skills:

- Experience of acquiring HNI client relationships and deepening AUM with existing clients as a part of Wealth management division of banks/boutique wealth management firm, Part of PCG desk of securities firms, NBFC firms

- Must be an individual revenue writer in current role; must have prior experience in generating leads and acquiring business from HNIs - should have strong relationships with most of his HNI clients for a minimum period of 2 years

- Should be handling clients with ticket size of INR 25 lacs +

- Should be managing a current book size / AUM of atleast 60 cr.

Please forward resume and mention the required details below:

Name of Current Employer:
Name of Current Location:
Total Exp:
Current CTC:
Expected CTC:
Reason for Change:
Joining Notice Period:

Sandhya
Recruitment World
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