NRI RM Head

Job description

SUMMARY: -

• The RM Head is 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.