Relationship Manager/Sr Relationship Manager - HNW - BFSI

Relationship Manager-High Net worth(RM/Sr.RM -Bangalore/Hyderabad/Chennai

Details of RM/Sr.RM Role

Asset management/Wealth management of High Net worth group

Bangalore : 3 Sr. RM, CTC _ 20-25 LPA

Hyderabad : 1 Sr. RM, CTC_ 20-25LPA

Chennai : 1 RM, CTC_10-15LPA (reporting to AVP in Chennai)

- Should be currently be a marquee RM in the region as he/she will be the sole RM in the region

- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr.

- These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space.

- This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets :

- Ability to approach prospects through multiple sources of network including but not only families managed in the past.

- Existing experience in managing a book of at least 25 families of high net worth (excess of INR 1 Cr) across asset classes, employed in a banking framework, other NBFCs, broking companies.

- Candidates of any other similar service industry with relevant exposure to high net worth families too can apply.

- Last employment in the role of a Relationship Manager should be for a period of not less than 3 years in the same role.

Interested applicants Apply through iimjobs.

Lijy Ronnie
Sr.Consultant,
Mumbai.