Relationship Manager Head - Dubai Sales

AnandRathi; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

AnandRathi in Dubai seeks a senior Relationship Manager Head to lead the sales desk, acquire and manage NRI client relationships, and drive wealth management revenue. The role demands strong leadership, client acquisition, and advisory execution to optimize client portfolios.

The candidate should have overseas wealth management experience, a track record in sales, and the ability to mentor a growing team while ensuring high service standards and regulatory compliance.

Qualifications

• Experience in overseas Wealth Management/Private Banking environment.
• Proven track record in driving sales and building client relationships.

Responsibilities

• Recruit and lead a team of Relationship Managers / Senior Relationship Managers.
• Plan and drive self and team sales targets using Wealth Management products.
• Acquire and grow NRI client relationships and AUM.
• Maintain client relationships and generate AUM from NRI clients.
• Keep updated on investment opportunities and market trends for client portfolios.
• Ensure compliance in financial planning, asset allocation and product sales; manage delinquencies.
• Recruit, train and onboard new team members; manage attrition.
• Organize seminars, workshops and other business development activities.

Skills

Wealth management

NRI clients

Team management

Sales experience

Job description

SUMMARY

The RM Headis the ultimate face of our Dubai Sales desk, as (s) he is going to be the final point of contact with the client.

(S)he would be responsible for acquiring NRI 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.

PRE-REQUISITES

• Candidate with prior experience working in overseas Wealth Management/Private Banking set up, experienced in driving sales.
• Should have stability of minimum tenure of 3-4 years in the current organization.
• Team managing and handling in the current experience is a must.
• Should have own set of Client relationships and AUM and also the team client relationships.

ROLES & RESPONSIBILITIES

• Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.
• Planning and achieving self and team sales targets through the defined Wealth Management products.
• The Relationship Manager will be Responsible for acquiring NRI clients .
• Maintaining client relationships and generate AUM from NRI clients.
• To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.
• 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 activities.