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Pranay Mestry

Client Relation Manager at Upgrad Rekrut India

Last Login: 03 February 2023

Job Views:  
300
Applications:  64
Recruiter Actions:  15

Job Code

1165405

HNI Desk Head - Financial Conglomerate

10 - 18 Years.Ahmedabad/Jaipur/Bangalore
Posted 1 year ago
Posted 1 year ago

Career Opportunity :: HNI Desk Head :: Largest Financial Conglomerate :: Ahmedabad; Jaipur & Bangalore


Our client is one of the Leading & largest Financial Conglomerates in India. They have entrusted us to hire for Head - HNI Desk .

Location - Ahmedabad; Bangalore & Jaipur.

Experience - Overall experience of around10 to 18 years in the desired role with team management experience of min 3-4 years.

Key Responsibilities:

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

- 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.

- 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 Rs. 5 Cr & above clients).

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

- Focus Products: Mutual Funds, PMS, Structured Products. (No Insurance & Retail Broking)

Interested candidates can call Pranay Mestry at 9820564460

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Posted By

user_img

Pranay Mestry

Client Relation Manager at Upgrad Rekrut India

Last Login: 03 February 2023

Job Views:  
300
Applications:  64
Recruiter Actions:  15

Job Code

1165405

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