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Aarti Khanna

Partner at Quick Turtle

Last Login: 17 May 2024

Job Views:  
273
Applications:  76
Recruiter Actions:  72

Job Code

1399928

Zonal/Regional Heads - Banking/Wealth Management - HNI/UHNI - Private Client Group

8 - 20 Years.Pune/Ahmedabad/Trivandrum/Thiruvananthapuram/Coimbatore/Delhi NCR/Mumbai/Bangalore/Hyderabad/Kolkata/Chennai/Delhi/Noida/Vadodara/Baroda/Bhubaneshwar/Navi Mumbai/Thane/Metros
Posted 1 month ago
Posted 1 month ago

ZONAL / Regional Heads - Pvt Banking / Wealth Management / Private Client Group , (HNI/UHNI)


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 & Debt Products.

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Posted By

user_img

Aarti Khanna

Partner at Quick Turtle

Last Login: 17 May 2024

Job Views:  
273
Applications:  76
Recruiter Actions:  72

Job Code

1399928

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