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Private Wealth Management Team Lead
Private Wealth Management Team LeadAnand Rathi Share and Stock Brokers Ltd • Kolkata, Republic Of India, IN
Private Wealth Management Team Lead

Private Wealth Management Team Lead

Anand Rathi Share and Stock Brokers Ltd • Kolkata, Republic Of India, IN
4 days ago
Job description

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About the Company

https : / / anandrathi.Com /

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 9123840494

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    Team Lead • Kolkata, Republic Of India, IN

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