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Cluster Head- Wealth Management
1 month ago
The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI o Experience: 10+ Years in Sales
Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai region Continuously improve the sales effectiveness Motivate and direct the sales team Distinguish the company vis a vis competitor Engage in brand building exercises by focussing on the research based strength of the company
