Regional Head of Wealth Management
2 weeks ago
About the Role:
We are seeking a highly motivated and experienced Regional Head to lead our Wealth Management team in Kolkata. As a key member of our leadership team, you will be responsible for driving business growth, developing sales strategies, and managing a team of professionals.
Job Responsibilities:
- Develop and execute short-term and long-term sales strategies for the Regional Wealth Management Business
- Establish standardized and efficient sales processes to ensure quality control and customer satisfaction
- Build and maintain strong client relationships through excellent communication and networking skills
- Monitor and evaluate client positions, portfolio allocations, and ensure adherence to risk and advisory parameters
- Manage Private Wealth, PMS, and AIF fund related queries
- Ensure delivery of MIS reports as per requirements
Key Skills and Qualifications:
- MBA with specialization in Marketing/Finance or CA
- Minimum 10-15 years of experience in Wealth Management
- Strong leadership and team management skills
- Excellent networking and communication skills
- Self-motivated and passionate about financial markets
Competencies:
- Lives the company values
- Business Awareness & Market Knowledge
- Customer Centricity
- People Connect
- Result Orientation
- Networking Ability
Estimated Salary: ₹20 lakhs - ₹30 lakhs per annum, depending on experience and qualifications.
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