Cluster Head- Wealth Management

Job Title: Senior Wealth Management Cluster HeadJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly skilled and experienced Senior Wealth Management Cluster Head to lead our Wealth Management team in the Mumbai region. The ideal candidate will have a strong background in sales and wealth management, with a proven track record of driving sales growth...

Vitasta Consulting Pvt Ltd is seeking a skilled Cluster Head - Wealth Management to lead our wealth management team. The ideal candidate will have experience in managing complex financial portfolios and a strong understanding of market trends.Key Responsibilities:Develop and implement wealth management strategies to meet client needsManage a team of wealth...

Job DescriptionVitasta Consulting Pvt Ltd is seeking a highly skilled Cluster Head - Wealth Management to join our team.Key Responsibilities:Lead a team of wealth management professionals to achieve business objectives.Develop and implement strategies to increase revenue and improve customer satisfaction.Collaborate with cross-functional teams to drive...

Job Description Job Purpose 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 Key Deliverables Execute cluster business...

Vitasta Consulting Pvt Ltd est à la recherche d'un Cluster Head - Wealth Management passionné pour rejoindre notre équipe.ResponsabilitésConcevoir et mettre en œuvre des stratégies de gestion de patrimoine pour nos clients.Diriger une équipe de professionnels de la gestion de patrimoine.Collaborer avec les équipes commerciales pour identifier de...

JobDescription JobPurpose Theincumbent would be responsible for the managing HNI customers (withsurplus investment amounts of Rs. 1 Crore above) and have regularmeetings with them also supporting team to achieve their salestarget which would result in a revenue of 3.5 times ofCTC KeyDeliverables Executecluster business plans for the Wealth...

The Cluster Head at Axis Bank is a pivotal role that oversees the growth and expansion of a network of branches. This position is responsible for driving business growth and achieving topline and profitability goals within the cluster. The Cluster Head coordinates with branch heads to ensure proactive response to business challenges and provides necessary...

Roles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business...

The Cluster Head plays a pivotal role in driving business expansion and growth within the Cluster. This involves coordinating with Branch Heads to ensure proactive responses to business challenges and providing necessary guidance and support. The Cluster Head is also responsible for maintaining regulatory and procedural compliance.Key...

Job Title: Head - Wealth B2B Network ManagerDescription:The Head - Wealth B2B Network Manager will be responsible for expanding the B2B network for bonds, mutual funds, and portfolio management services. Along with B2B network expansion, the candidate will also be responsible for onboarding direct clients. The role involves meeting and onboarding new...

The Cluster Head plays a pivotal role in driving business expansion and growth within the Cluster. Reporting to the Regional Head, this individual is responsible for ensuring that the Cluster achieves its topline and profitability goals. Key responsibilities include implementing the cluster business plan, establishing budgets and targets, and reviewing...

The Cluster Head is responsible for driving business expansion and growth in their cluster to achieve top-line and profitability goals. They coordinate with branch heads to ensure teams are proactive in responding to business issues.Main Responsibilities:Implement the cluster business plan through the team of Branch Heads for profitable growth.Plan and...

The Cluster Growth Leader oversees a network of branches, driving business expansion and growth within the Cluster to meet topline and profitability goals. This role requires coordination with branch heads to ensure proactive response to business challenges, providing guidance and support as needed. The Cluster Growth Leader is also responsible for...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: **Client Facing** - Setup and attend Client Meetings, Prepare meeting...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

Job Description:- Head - Wealth B2B The candidate will be responsible for expanding B2B network for bonds, mutual fund andportfolio management services (PMS) products. Along with B2B network, candidate willalso be responsible for on boarding direct clients (B2C). The candidate will be responsible for expanding client base of group with...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

Company: Mahindra Last Mile Mobility Limited Responsibilities & Key DeliverablesThe CBM-S exists to deliver thru his Area Sales Managers (ASM), (a) Targeted Market Share and Volumes (b) Customer Satisfaction and (c) Revenue for the Company and profitability for the Dealers. Execute SCV Strategy for the Region to ensure a concrete path towards...

The Cluster Head (CH) heads a network of branches and is responsible for business expansion and growth in the Cluster so as to achieve the topline and profitability goals of the cluster. The CH coordinates with the branch heads to ensure that they are able to respond proactively to the business issues and challenges by providing them with the required...

**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...