Relationship Manager Head
AnandRathi
Employer Active
Posted 58 min ago
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Experience
3 - 5 Years
Job Location
Education
Bachelor of Business Administration(Management)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.
Planning and achieving self and team sales targets through the defined Wealth Management products.
The Relationship Manager will be Responsible for acquiring NRI clients .
Maintaining client relationships and generate AUM from NRI clients.
To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.
Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.
Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
To conduct and assist in organizing seminars, workshops and other business development activities.
Desired Candidate Profile
Candidate with prior experience working in overseas Wealth Management/Private Banking set up, experienced in driving sales.
Should have stability of minimum tenure of 3-4 years in the current organization.
Team managing and handling in the current experience is a must.
Should have own set of Client relationships and AUM and also the team client relationships.
Company Industry
Department / Functional Area
Keywords
- Relationship Manager Head
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