Partner at Quick Turtle
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Zonal Head/Regional Head - Wealth Management/Private Banking - HNI/UHNI Client - NBFC/Stock Broking/Banking (12-20 yrs)
Zonal Head/Regional Head - Wealth Management/Private Banking (HNI/UHNI), NBFC, Stock Broking, Banking
1) It's a role of Team Management.
2) Should have a team of atleast 6 Relational Managers with an AUM of at least Rs. 75 Cr per RM.
3) Candidate having own set of Client relationships & Asset Under Management (AUM) would be preferred.
4) (S)he would be responsible for acquiring & managing HNI / UHNI relationships.
5) Recruitment and managing a team of Wealth Relationship Managers / Senior Relationship Managers.
6) The Wealth Relationship Manager will be Responsible for acquiring Privileged / Preferred clients (HNI/Ultra HNI - min AUM of Rs. 5 Cr & above clients).
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 & Debt Products.
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