High Salary Head of Wealth Management-KARNATAKA HEAD

1 week ago


Bengaluru, Karnataka, India upGrad Full time

Mandatory:
AMC + wealth management combo experience*team handling exp.

  • To manage a team of Team Leads, Relationship database, generation of fresh leads through reference to shore up the clientele
  • Regular feedback and review sessions with the team to improve business volume and New client acquisition
  • To coach & mentor the sales team and lead them to achieve the targets
  • Take steps for the development of long term relationships/association with the key/potential Investors in order to generate repetitive business
  • Able to close sales call by working closely with RMs whenever required
  • Ensuring the team delivers highest level of service to clients/HNI customers
  • Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall
  • Ensure timely flow of information internally and externally, monitor external communication of the team regularly
  • Enhancing and upgrading the Client Net worth and achieving sales and revenue targets spread across the product mix through the team


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