360 ONE - Area Head - Wealth Management

1 week ago

Delhi, Delhi, India 360 ONE Asset Full time

Company Description:

At 360 ONE Wealth, we understand that creating lasting legacies requires expertise, trust, and commitment. We focus on helping clients preserve, manage, and grow their wealth with nuanced solutions that deliver consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. With deep research capabilities and world-class teams, we put clients at the center of everything we do. Understanding the unique needs of different families is what sets us apart.

Role Description:

We are seeking an Area Head (Playing Captain) to lead and manage wealth management operations in New Delhi. The role demands strong leadership, strategic planning, and client relationship management. The individual will be responsible for driving business growth, ensuring service excellence, and leading a team to deliver superior client outcomes while meeting business objectives.

Key Responsibilities (KRA):

- Drive revenue growth and profitability across wealth management, estate planning, and lending solutions.

- Manage and nurture key client relationships, ensuring long-term trust and satisfaction.

- Lead, mentor, and develop the team to achieve sales and service excellence.

- Develop and implement strategic business plans aligned with organizational objectives.

- Conduct market research and competitor analysis to identify new opportunities.

- Ensure compliance with regulatory guidelines and company standards.

- Collaborate with internal stakeholders to deliver holistic client solutions.

- Monitor team performance, set targets, and ensure achievement of KPIs.

- Build strong brand presence in the region through client engagements and networking.

- Ensure seamless client onboarding and service delivery processes.

Required Skillsets:

- Strong expertise in Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions.

- Proven ability to develop and execute business strategies in financial services.

- Strong client acquisition, retention, and relationship management skills.

- Leadership skills with experience in managing and motivating high-performing teams.

- Excellent analytical and market research capabilities.

- Strong understanding of financial products, investment vehicles, and regulatory environment.

- Superior communication, presentation, and negotiation skills.

- Entrepreneurial mindset with ability to drive growth in competitive Bachelor's degree in Finance, Business Administration, or related field.

- Master's degree (MBA/Finance or equivalent) preferred.

- 10-15 years of proven experience in the financial services industry, with at least 5 years in a leadership role.

(ref:iimjobs.com)

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