Head of Wealth Management Solutions

17 hours ago

Mysore, Karnataka, India beBeeWealth Full time ₹ 17,41,200 - ₹ 23,45,680
Head of Distribution – Investment Products

We are seeking an experienced and dynamic professional to join our team as Head of Distribution for Investment Products. This role will involve managing and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

Main Responsibilities:
  • Client Acquisition & Business Development:
    • Analyze market trends, competitor offerings, and client needs to identify new business opportunities and growth areas.
    • Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
    • Promote and sell large portfolios, including PMS Portfolio Management Services, AIF Alternative Investment Funds, bonds, mutual funds, and other investment products.
  • Client Relationship Management:
    • Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
    • Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
  • Team Leadership & Expansion:
    • Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
    • Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.
  • Investment Product Expertise:
    • Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.
  • Sales & Performance Metrics:
    • Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
    • Regularly track and report sales performance, client acquisition, and retention metrics to senior management.
  • Compliance & Risk Management:
    • Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.
    Requirements:
    • A minimum of 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
    • Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
    • Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
    Skills & Competencies:
    • Strong sales and business development skills, with a proven ability to build relationships and drive revenue.
    • In-depth knowledge of wealth management products, investment strategies, and market dynamics.
    • Hands-on experience with stock market trading and understanding of algorithmic trading strategies.
    • Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.
    • Leadership skills, with experience in managing, mentoring, and motivating a team.
    • Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.
    Benefits:

This is a challenging yet rewarding opportunity for an experienced professional looking to take their career to the next level. If you have the required skills and competencies, please apply now.

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