Head - Wealth - Bank (12-15 yrs)

Found in: beBee jobs IN - 2 weeks ago

NoidaChennaiBhubaneshwarHubliGuwahatiPatnaRanchiCochinKochiOrrisaBiharJharkhandKeralaHy, India iimjobs Full time
Wealth 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 Head

Reports To:
Regional Head

Location/s:
Chennai, Bubaneshwar, Ranchi, Patna, Guwahati, Cochin, Noida, Hubli

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 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 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

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