Head Of Wealth Management-Karnataka Head

1 week ago


Bengaluru, Karnataka, India upGrad Full time

Key Responsibilities:
- AMC + wealth management experience required* with team management background
- Supervise Team Leads and oversee Relationship database
- Generate fresh leads through references to expand the clientele
- Conduct regular feedback and review sessions to boost business volume and acquire new clients
- Coach and mentor sales team to attain targets
- Develop long-term relationships with key investors for recurring business
- Collaborate with RMs to close sales calls when necessary
- Ensure top-notch service delivery to clients and HNI customers
- Organize events, conferences, and product sessions to increase investor engagement
- Facilitate smooth internal and external communication flow
- Enhance Client Net worth and achieve sales targets through diversified product mix

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