Financial Leader

1 week ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Head of Distribution – Investment Products">

Findoc is seeking an experienced and dynamic professional to lead our Premier Client Group (PCG) Desk. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading. You will be tasked with building and leading a team that will deliver personalized financial services to UHNWIs while driving business growth.

  • Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
  • Promote and sell large portfolios, including PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
  • Build relationships with clients, understand their financial goals, and position Findoc's offerings as optimal solutions to their needs.
  • Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
  • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
">Required Skills and Qualifications">

The following skills and qualifications are required:

Experience:

  • A minimum of 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  • A 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.
  • Experience in both banking and broking environments, managing Premier Clients, will be highly preferred.

Educational Background:

  • A Bachelor's degree in Finance, Economics, Business Administration, or a related field.

The successful candidate will have the opportunity to expand their client base and team, contributing directly to the company's success.

They will also have access to ongoing training and development opportunities to enhance their skills and knowledge.

The role offers a competitive salary and benefits package, with a performance-related bonus structure.

">Others">

This is a high-responsibility role that requires a strong work ethic and dedication to delivering exceptional results.

The ideal candidate will be self-motivated, results-driven, and capable of operating independently as well as part of a team.

The role requires excellent time management and organizational skills, with the ability to prioritize tasks and meet deadlines.

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