Key Roles & Responsibilities
To recruit, train, mentor and manage a team of Relationship Managers
Ensure team productivity and cross-sell
Focus on acquiring new clients - identification of targets
Plan the client acquisition strategy along with head office
Meet Revenue targets for the month
Manage the branch P&L
Candidate Profile
Relevant Past Experience
Experience of approximately 7+ years as a Financial Consultant/ Relationship
Manager. Preference will be given to candidates who have managed a Branch and
a sales team comprising of Relationship Managers
Previously recruited, trained and mentored own team.
Preference for candidates with wealth management experience in investment
firms, brokerage, insurance companies, banks, asset management companies )
