Wealth Head

4 weeks ago

BangaloreMumbaiChennaiGuwahatiHubli, India iimjobs Full time

Role Summary:

  • If you love interacting with highnet worth people, and maintaining strong longterm relationships, this is the position for you
  • The Wealth Head is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.
- (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.

- (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 the 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 industry/Capital Markets.

  • Should preferably have sales experience with the bank led Private Wealth segment.
  • Should have handled teams.

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