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Aarti Khanna

Partner at Quick Turtle

Last Login: 15 June 2024

Job Views:  
228
Applications:  75
Recruiter Actions:  0

Job Code

1419046

Zonal/Regional Head - Banking/Wealth Management

10 - 20 Years.Mumbai/Delhi NCR/Bangalore/Hyderabad/Kolkata/Chennai/Pune/Telangana/Ahmedabad/Vadodara/Baroda/Navi Mumbai/Thane/Cochin/Kochi/Pondicherry/Coimbatore
Posted 1 week ago
Posted 1 week ago

1) It's a role of Team Management. 2) Should have a team of atleast 10-12 Relationship Managers with an AUM of at least Rs. 75 Cr per RM, managing HNI / UHNI clients with investment > 1 Cr per client.

3) Candidate having own set of Client relationships & Asset Under Management (AUM), and who have handled different geographies would be preferred.

4) (S)he would be responsible for acquiring & managing HNI / UHNI relationships and also managing team of RMs operating out of same or different territories.

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. 1 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, Direct Equity, Structured & De

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Posted By

user_img

Aarti Khanna

Partner at Quick Turtle

Last Login: 15 June 2024

Job Views:  
228
Applications:  75
Recruiter Actions:  0

Job Code

1419046

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