Head - Sales - HNI/UHNI/Wealth Management

1) It's a role of Playing Caption.

2)Target: Individual + Team

3)Should have own set of Client relationships & Asset Under Management (AUM), and also the team client relationships.

4)(S)he would be responsible for acquiring & managing High Net Worth relationships.

5)Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.

6)The Relationship Manager will be Responsible for acquiring Privilege clients (HNI/Ultra HNI) (having min AUM of Rs.50 Lac to Rs. 1Cr client).

7)Recruiting, training, and ensuring seamless induction to the newly joined team members and managing attrition within the team.

8)Focus Products: Mutual Funds, PMS, AIF, Structured Products, Stock Broking