Cluster Head- Wealth Management

3 hours ago


Pune, India Wealth Management Full time

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC


Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.


Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI o Experience: 10+ Years in Sales


Execute cluster business plans for the Wealth Management segment to drive  sales in the Mumbai region  Continuously improve the sales effectiveness  Motivate and direct the sales team  Distinguish the company vis a vis competitor  Engage in brand building exercises by focussing on the research based strength of the company



  • pune, India Wealth Management Full time

    The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...


  • pune, India Wealth Management Full time

    The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTCResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...


  • Pune, India Wealth Management Full time

    The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of...


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