Key Responsibilities and Accountabilities

- Lead a team of Relationship Managers who are responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

- Build, train, mentor and motivate a growing team.

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

- The team will be primarily responsible for identifying, and sourcing clients in equity broking.

- Cross-Selling of Third party investment products like Mutual Funds, Bonds, PMS & Structured products.

- Cross Selling of a bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

- Achieving targets as assigned by the organization on a monthly basis.

- Understanding client's risk profile and maximizing the - risk vs. reward- balance for individual clients by optimizing product mix.

- Ensure team Compliance with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Job Requirements

Qualifications

- Graduate + MBA from Tier 1 / Tier 2 Institutes

- 10 - 14 years work ex with minimum 4-5 yrs exp in direct selling in Ultra HNI segment and 2-3 years of leading a team.

- Must have good existing HNI / Ultra HNI client relationships in the market.

Functional Competencies

- Sound understanding of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

Behavioral Competencies

- Exceptional leadership qualities to build and manage business relationships at all levels (internal + external)

- Ability to train, mentor and motivate a growing team

- Excellent interpersonal, communication & presentation skills.

- Must possess strong networking & relationship building skills

- Must be a self-starter, high energy, positive attitude, proactive passionate & target oriented.

- Ability to cope with fast-paced and pressured work.

- Attention to detail + strong analytical mind - ability to notice patterns within statistics.

- Willing to seize initiatives and opportunities

- Possess mature negotiation and commercial skills

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