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  • 12 - 12 Years
  • Posted : above 1 month

Job Description:

Greetings from PES HR Services!

We are looking out for someone who can come with team of 3 to 4 RM/s Looking candidates from wealth management & Team handling role for one of the leading stock broking companies in India

Please find below more details for your reference

We have Urgent requirement for RM Head level for Preferred vertical

Job Description for Head - Preferred Relationship Management -Wealth

Designation - AVP/VP

Job Location Jaipur


The Team Lead is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice (S)he would be a business manager as he would be responsible for P & L of his team


Relationship Managers with prior experience working in a Private bank/wealth management setup

Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above

Experience of advising clients across asset classes

Strong analytical skills and ability to work in teams

Candidates having good vintage in their present as well as previous companies (At least

minimum tenure of 3-4 yrs of stability)


Handling a team of Relationship Managers/Senior Relationship Managers and planning and

achieving Sales Targets for Wealth Management products through the team by motivating,

Inspiring and providing guidance to the team to keep the performance levels high

The Relationship Manager will be Responsible for Acquiring Preferred clients (HNI/Ultra HNI) (having AUM of Rs 1 CRs & above -Individual client)

Maintaining client relationships and generate AUM from preferred clients

Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

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

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




An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management Other qualifications like CFP will be an advantage

Experience -Minimum 12-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge Having experience of handling Team of 2 to 5 Wealth RMs & experience of handling HNI Client Acquisitions and Relationship Management & service

Desired Skill Set

Ability to inspire trust and confidence in clients

Ability to engage clients in meaningful conversations about their finances and take active

interest in their financial well being

A thorough understanding of financial markets, their behavior, movements and expectations

with respect to market

Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients

Good oral and written communication skills with clarity of thought, speech and expression

Good interpersonal skills

Good Analytical Skills

General Competencies

Positive attitude, socially effective, high level of perseverance and patience

Assertive & hard working

Result oriented

If interested please share your updated resume at deepanjalipeshrcom or can ream me directly at 022-49856801


Deepanjali Giri

Team Leader

PES HR Services


Profile Summary:

Employment Type : Full Time
Industry : anking / Financial Services
Salary : Not Disclosed
Deadline : 23rd Nov 2019

Key Skills:

Company Profile:

PES HR Services Hiring For PES HR Services
Amal Infosystems Private Limitedis a PAN INDIA leading HR Services firm providing End to End HR Services covering Staffing, Payroll and Recruitment in existence for over 8 years servicing all levels, verticals and domains
Email: deepanjali@peshr.com
Telephone: 022-49856801

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