Head - Preffered Relationship Management - HNI/UHNI - BFSI

Designation : Preferred RM Head

Grade : AVP and Above

ROLES & RESPONSIBILITIES :

- Handling team of Relationship Manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI) having AUM 5 CR & below single individual client).

- Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the HNI/Ultra HNI segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team

Salary range: 9 - 20 LPA