Head of Wealth Management

3 weeks ago

Gurugram, India Antal International Full time

You can also share your cv to aakriti.pandey@antal.com or can connect with me on -

........................................................................................................................................................................................................



Location: Gurgao

nExperience: 10 year


s

Job Summar

y:We are seeking an experienced Wealth Management Bond Distributor to join our team. The successful candidate will have a proven track record of distributing bond products to high-net-worth individuals, families, and institutions through both direct sales and peer-to-peer relationships. The ideal candidate will have a deep understanding of the bond market, excellent sales and relationship-building skills, and a strong network of contacts in the wealth management industr


y.

Key Responsibiliti

  • es:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond produ
  • ctsBuild the distribution network of IFAs and MFDs for distributing produ
  • ctsOrganize and lead offline eve
  • ntsBuild and lead a team of RMs to develop the chan
  • nelConduct market research and analysis to identify opportunities for bond distribut
  • ionCollaborate with internal teams, including sales, marketing, and product development, to identify and pursue new business opportunit
  • iesProvide expert advice and guidance on bond products to clients and internal stakehold
  • ersMeet and exceed sales targets for offline bond distribut
  • ionBuild and maintain peer-to-peer relationships with financial advisors, wealth managers, and other industry professionals to expand distribution chann
  • elsStay up to date with market trends, regulatory changes, and competitor activ
  • ityDevelop and maintain a deep understanding of client needs and preferen


ces

Requireme

  • nts:10 to 12 years of experience in wealth management, bond distribution, or a related f
  • ieldPrior experience in B2B distribution of Bonds or fixed income products is prefe
  • rredtrue blue sales/ wealth management role / Core B2B Sales experi
  • enceProven track record of success in distributing bond products through both direct sales and peer-to-peer relations
  • hipsStrong network of contacts in the wealth management indu
  • stryExcellent sales, relationship-building, and communication sk
  • illsDeep understanding of the bond market and financial mar
  • ketsStrong analytical and problem-solving sk
  • illsAbility to work in a fast-paced environment and meet deadl


ines

Nice to

  • Have:Experience working with high-net-worth individuals and fam
  • iliesKnowledge of financial planning and wealth management princ
  • iplesExperience with CRM software and other sales


tools

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