JD for Privilege Head:
(S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such
relationships by delivering the best standards of services.
(S)he 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.
PRE-REQUISITES: -
Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced
in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a
must.
Overall experience of around 10-15 years in the desired role with team management experience of min
3-4 years.
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.
ROLES & RESPONSIBILITIES: -
( Target- Individual + Team Target)
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 Rs5 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 )
