Wealth Manager

3 weeks ago

Surat, India CareerForge.in Full time

Wealth Head

About Client:

Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives.

Designation: Wealth Head

Qualifications: MBA/PGDM in Finance

Professional Certifications: CFP, NISM, IRDA

Experience : 10 - 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 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, 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 12 - 15 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

Behavioral 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 behavior, 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

- Expertise in Building & Managing Teams

- Proficient in Excel and PPT skills

(ref:iimjobs.com)

  • Wealth Manager – Wealth Management

    1 month ago

    surat, India Arin Consultancy Private Limited Full time

    Profile –  Relationship / Wealth Manager Position Title  : Asst. Manager / Manager /AVP Function:  Client Relationship Management Role Context : As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the...

  • Relationship / Wealth Manager – Wealth Management

    1 month ago

    surat, India Arin Consultancy Private Limited Full time

    Function : Client Relationship Management Role Context: As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams. Acquire new Wealth Management prospects aligned to firm’s...

  • Business Development Center Manager

    2 weeks ago

    Surat, India Ckredence Wealth Full time

    *About Us:*  Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional Financial solutions, Our success is driven by a commitment to...

  • Wealth Manager/Portfolio Manager

    2 months ago

    surat, India Arin Consultancy Private Limited Full time

    Role Context :• As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams.• Acquire new Wealth Management prospects aligned to firm’s target market, develop new territories• Build...

  • Relationship Manager

    4 weeks ago

    Surat, Gujarat, India timesjobs Full time

    JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

  • Relationship Manager

    4 weeks ago

    Surat, India timesjobs Full time

    JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

  • Relationship Manager

    2 months ago

    surat, India JK Securities Pvt. Ltd. Full time

    Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and...

  • Human Resources

    1 month ago

    Surat, Gujarat, India AASTHA FINTECH PVT LTD Full time

    About the internship:Selected intern's day-to-day responsibilities include: 1. Recruitment2. Employee query and Data Handling3. Social media post and building networking4. Employee recreational Activity/ Fun day activity > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 15th...

  • Graphics Designer

    2 months ago

    Surat, India Ckredence Wealth Full time

    We are seeking a new graphic designer to join our team. You will be designing a wide variety of things across digital and offline media. To be successful in this position, you’ll be a self-starter, capable of delivering brilliant creative ideas, and show amazing attention to detail. **Graphic Designer Responsibilities**: - Planning concepts by studying...

  • Unit sales Manager

    4 weeks ago

    Surat, India TEKPILLAR SERVICES Full time

    Job Responsibilities:Recruiting screening and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staffand clients. Ensuring all staff exercise goodtime management. Obeying agency regulationsguidelines and policies and ensuring staff does the same. Researching current industry/market trends andusing...

  • Equity Dealer

    1 month ago

    Surat, India Profitence Wealth Management Full time

    1. Execute the trade orders on behalf of clients and operating stock trading terminal. 2. Confirmations of trade to clients by EOD. 3. Update & advice Client about their Position 4. Solving & assisting for Queries of the customers. 5. Accurate & timely execution of orders on terminal. 6. Manage & achieve monthly brokerage generation target 7. Should be...

  • Senior Branch Sales Manager in Bank

    2 weeks ago

    surat, India TEKPILLAR SERVICES Full time

    We are seeking a dynamic and resultsorientedleader to join our vibrant retail branch as Senior Branch SalesManager. In this pivotalrole you will play a critical role in exceeding sales targetsfostering a motivated team and delivering exceptional customerservice. JobRoles and Responsibilities: Achieve ambitious sales targets fora range of retail...

  • Senior Branch Sales Manager in Bank

    2 months ago

    Surat, India TEKPILLAR SERVICES Full time

    We are seeking a dynamic and resultsorientedleader to join our vibrant retail branch as Senior Branch SalesManager. In this pivotalrole you will play a critical role in exceeding sales targetsfostering a motivated team and delivering exceptional customerservice. JobRoles and Responsibilities: Achieve ambitious sales targets fora range of retail banking...

  • Assistant Sales Manager

    2 hours ago

    surat, India NJ Group Full time

    Job description About NJ GroupNJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial...

  • Financial Products Trainer

    1 month ago

    Surat, India Auraa Solutions Full time

    Role**:Financial Products Trainer** Education: Bachelors/Masters Experience: 10-15 years Location: Surat **Salary**: 12 LPA - 15 LPA Roles & Responsibilities **1) Financial Products Expertise**: - Maintain in-depth knowledge of various financial products and services, including but not limited to investment products - Mutual Funds, PMS, Bonds, FD’s...

  • Chief Operating Officer

    1 month ago

    Surat, India AIMHIGH HUMAN RESOURCE PRIVATE LIMITED Full time

    My client is Wealth Management is South Gujarat's largest 360° wealth management firm catering to Financial Planning, Investments, Insurance, and Estate Planning needs for HNIs, families, trusts, and SMEs. We have presence in 6 cities namely - Surat, Anand, Rajkot, Vadodara, Mumbai, and Pune. Our headquarter is stationed at Surat, with a team of 52...

  • Assistant Sales Manager

    16 hours ago

    Surat, India NJ Group Full time

    Job descriptionAbout NJ GroupNJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...

  • Assistant Sales Manager

    19 hours ago

    Surat, India NJ Group Full time

    Job descriptionAbout NJ GroupNJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...

  • Assistant Sales Manager

    2 hours ago

    surat, India NJ Group Full time

    Job descriptionAbout NJ Group NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial...

  • Customer Sales

    4 weeks ago

    Surat, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    A Associate Relationship Manager is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **JOB DESCRIPTION**: - Manage a team of managers for Direct Sales - Life Insurance Sourcing. Also to source products...