Head - NRI Relationship Manager

SUMMARY: -

The RM Headis the ultimate face of our NRI Sales desk, as (s) he is going to be the final point of contact with the client.

(S)he would be responsible for acquiring NRI  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 NRI 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.

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.