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88 Anand Rathi Insurance Brokers Jobs

HNI Desk Head

3-6 years

Ahmedabad

1 vacancy

HNI Desk Head

Anand Rathi Insurance Brokers

posted 5d ago

Job Description

JD for HNI Desk 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 )

Employment Type: Full Time, Permanent

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What Anand Rathi Insurance Brokers employees are saying about work life

based on 76 employees
51%
47%
39%
100%
Strict timing
Monday to Friday
Within city
Day Shift
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Anand Rathi Insurance Brokers Benefits

Health Insurance
Team Outings
Job Training
Work From Home
Soft Skill Training
Cafeteria +6 more
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