Relationship Manager Head - Dubai Sales

AnandRathi; Dubai; On-site; AED 600,000 - 1,200,000; Full time

Job summary

AnandRathi in Dubai seeks a senior Relationship Manager Head to lead our RM desk, drive NRI client acquisition and retention, and be the primary client contact. You will design financial plans and ensure advisory quality.

The role requires proven overseas wealth management or private banking experience, strong team leadership, and a track record of meeting sales targets while maintaining compliance and high service standards.

Qualifications

• Overseas Wealth Management/Private Banking experience.
• Stability of 3–4 years in the current organization.
• Team management and handling of client relationships and AUM.

Responsibilities

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

Skills

Sales leadership

Team management

Relationship management

NRI clients

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.