Privilege Desk Head

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 )