Preferred Head

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 15-20 years in the desired role with team management experience of min 3-4 years.

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.

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 Preferred clients (HNI/Ultra HNI) (having min AUM of Rs5 Cr & above clients).

Maintaining client relationships and generate AUM from Preferred clients.

Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach

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.