Wealth Head
3 weeks ago
About Client:
Our Client is a prominent financial advisory and Private wealth management firm committed to helping clients achieve their financial objectives.
Designation:
Wealth Head
Reports To:
Regional Head
Location/s:
Chennai, Bubaneshwar, Ranchi, Patna, Hyderabad
Qualifications:
MBA/PGDM in Finance
Professional Certifications:
CFP, NISM, IRDA
Role Summary:
If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you
- The TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.
- (S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
- (S)he would be a business manager as he would be responsible for P&L of his team.
- Preferred Banking, Financial Services, Broking
- Responsible for development and management of respective zone teams, comprising Team Leaders, RMS
Responsibilities:
- Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
- Maintaining profitability targets by ensuring good IRR and cross sell
- Identifying streams for revenue growth & developing business plans to build consumer preference
- Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
- Monitoring client's portfolio performance and rendering sustained advisory services for securing high ROI
- Proven track record of establishing systems/procedures, thereby contributing in a major way towards augmented growth and profitability level
- 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 ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
- To ensure achievement of business and revenue targets attributed for the company.
- Conduct performance reviews for effective monitoring and measuring of results.
Requirement:
years in Financial Industry pref. Broking/Capital Markets
- Should preferably have sales experience with bankled/Private Wealth
- Should have handled teams
Behavioural Competencies:
- Ability to inspire trust and confidence in clients and team members
- Needs to be an Extroverted personality
- A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market
- Excellent oral and written communication skills with clarity of thought, speech and expression
- Excellent interpersonal skills
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hard working
- Result oriented
Technical Competencies:
- Good Analytical Skills
- Drive buying decision
- Expertise in Building & Managing Teams
- Manage Efficiency
- Proficient in Excel and PPT skills
-
Wealth Head
4 weeks ago
Chennai/Hyderabad/Bhubaneshwar/Patna/Ranchi/Bihar/Jharkhand/Pune/Odisha, India iimjobs Full timeAbout Client:Our Client is a prominent financial advisory and Private wealth management firm committed to helping clients achieve their financial objectives.Designation: Wealth HeadReports To: Regional HeadLocation/s: Chennai, Bubaneshwar, Ranchi, Patna, HyderabadQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDARole Summary:If...
-
Head - Wealth - Bank (12-15 yrs)
4 weeks ago
Noida/Chennai/Bhubaneshwar/Hubli/Guwahati/Patna/Ranchi/Cochin/Kochi/Orrisa/Bihar/Jharkhand/Kerala/Hy, India iimjobs Full timeWealth Head_12-15 Yrs_Multiple Locations About Client:OurClient is a prominent financial advisory and Private wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadReports To: Regional HeadLocation/s: Chennai, Bubaneshwar, Ranchi, Patna, Guwahati, Cochin, Noida, HubliQualifications: MBA/PGDM in...
-
Wealth Head
4 weeks ago
Chennai/Pune/Bhubaneshwar/Guwahati/Hyderabad, India iimjobs Full timeWealth Head_12-15 years(Fintech/Private Banks/Wealth Teams)_MBA(Finance) Designation: Wealth HeadJob Locations: Chennai, Bubaneshwar, Guwahati, Hyderabad, Pune Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience :12 - 15 years in Financial Industry pref. Broking/ Capital Markets Role Summary: If you love interacting with...
-
Wealth Head
4 weeks ago
Chennai/Bhubaneshwar/Guwahati/Hyderabad/Pune, India iimjobs Full timeAbout Client : Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadJob Locations: Chennai, Bhubaneshwar, Guwahati, Hyderabad, Pune Qualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 12 - 15 years in Financial...
-
Cluster Head
4 weeks ago
Mumbai/Delhi/Chennai/Hyderabad/Kolkata, India iimjobs Full timeCluster Head We are seeking a Cluster Head who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial...
-
Regional Head
4 weeks ago
Ahmedabad/Coimbatore/Bangalore/Delhi NCR/Chennai/Jaipur/Bhubaneshwar/Gujarat/Chandigarh/Gurgaon/Guru, India iimjobs Full timeJob Role - Regional Head - WealthLocation - Ahmedabad, Coimbatore, Delhi, Mumbai, Chennai & BangaloreThe Wealth management division of the client is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual...
-
Wealth Head
4 weeks ago
Bangalore/Mumbai/Chennai/Hubli/Guwahati/Assam, India iimjobs Full timeWealth HeadAbout Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 12 - 15 years in Financial Industry pref. Broking/Capital Markets Role Summary: If...
-
Relationship Manager
2 weeks ago
Pune, India Hireginie Talent Cloud Pvt Ltd Full timeDesignation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...
-
Looking Mba Marketing for Internship
4 weeks ago
Baner, Pune, Maharashtra, India Archers Wealth Management Full timeCompany Description & Job Description: Archers Wealth is a well-established & decade old reputed Wealth Management firm, based in city of Pune, is looking to Hire Marketing /Business Development Manager. This is an integral Role within a small team reporting to the Head of Marketing. Key Responsibilities Includes: - 1) Responsible for delivering BD &...
-
Wealth Head
4 weeks ago
Chennai, India iimjobs Full timeJob Description:- Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, - Inspiring and providing guidance to the team to keep the performance levels high - Maintaining profitability targets by ensuring good IRR and cross-selling - Identifying...
-
Wealth Head
4 weeks ago
Bangalore/Mumbai/Chennai, India iimjobs Full timeQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 12 - 15 years in Financial Industry pref. Broking/Capital Markets Role Summary: If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! The Wealth Head is a dynamic professional with experience...
-
Pune, India RiverForest Connections Private Limited Full time**Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region. **KEY...
-
Wealth Manager
6 days ago
pune, India Corphive Full time Accountable for achieving monthly & annual sales targets, as agreed. Ensure properimplementation & execution of relationship management & investment advisory strategies. Ensureproper sales spread between products. Aim to balance NTB (New to Bank customers) withincrease penetration of existing customers to deepen the wallet share. Drive and deliver a...
-
Wealth Manager
6 days ago
pune, India Corphive Full time Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Drive and...
-
Wealth Manager
6 days ago
Pune, India Corphive Full time Accountable for achieving monthly & annual sales targets, as agreed. Ensure properimplementation & execution of relationship management & investment advisory strategies. Ensureproper sales spread between products. Aim to balance NTB (New to Bank customers) withincrease penetration of existing customers to deepen the wallet share. Drive and deliver a...
-
Wealth Manager
6 days ago
Pune, India Corphive Full time Accountable for achieving monthly & annual sales targets, as agreed. Ensure properimplementation & execution of relationship management & investment advisory strategies. Ensureproper sales spread between products. Aim to balance NTB (New to Bank customers) withincrease penetration of existing customers to deepen the wallet share. Drive and deliver a...
-
Senior Wealth Manager
4 weeks ago
Chennai/Bangalore/Gurgaon/Gurugram/Pune/Noida, India iimjobs Full timeSenior Wealth Manager in MNC bank- Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. - Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the...
-
India Head of USPB Risk Change Management
3 weeks ago
chennai, India Citi Full timeUSPB Risk CAO organization provides a global focus for risk management strategy/execution oversight for compliance with Citi Policies and Regulatory requirements, and driving Strong Risk Management - for USPB Risk, Wealth Risk and Legacy Franchises/Banking & International Retail Risk Management. Head of USPB Risk Change Management & CSC Senior Group Manager...
-
Wealth Relationship Manager
4 weeks ago
Bangalore/Gurgaon/Gurugram/Pune, India iimjobs Full time- Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.- Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.- Research complaints &...
-
Team Lead
3 weeks ago
Pune, Maharashtra, India iimjobs Full timeResponsible for driving sales at designated residential project. Acquiring new customers through Channel Partners, marketing campaigns, data calling, selfgeneration, networking and referral. Attending client calls received through marketing campaigns understanding & explaining about project, ensuring diligent follow up and converting leads to site visits....