HNI Desk Head

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About the Company

About the Role

The Desk Head would be responsible for acquiring High Net Worth 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.

Responsibilities

• The Desk Head will be responsible for Individual and Team Target
• AUM Building & Revenue Generation
• Recruitment and managing a team of HNI Dealers & HNI Relationship Managers.
• Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
• Focus Products: Mutual Funds, PMS, Structured Products. (*No Insurance & Retail Broking)

Qualifications

• Graduate or Post Graduate

Required Skills

• Candidate should have overall experience of around 7-15 years in the desired role with team management experience of min 3-4 years

Preferred Skills

• Team managing/handling in the current experience is a must

Pay range and compensation package

CTC range: Competitive

Equal Opportunity Statement

We are committed to diversity and inclusivity.

Recruiter Details

shabanakhanam @rathi.com

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