Area Director

1 week ago

Delhi, Delhi, India beBeeWealthManager Full time ₹ 1,99,00,000 - ₹ 2,51,50,000

We are seeking an Area Head to lead and manage wealth management operations.

Key Responsibilities:
  • Drive revenue growth and profitability across wealth management, estate planning, and lending solutions.
  • Manage and nurture key client relationships, ensuring long-term trust and satisfaction.
  • Lead, mentor, and develop the team to achieve sales and service excellence.
  • Develop and implement strategic business plans aligned with organizational objectives.
  • Conduct market research and competitor analysis to identify new opportunities.
  • Ensure compliance with regulatory guidelines and company standards.
  • Collaborate with internal stakeholders to deliver holistic client solutions.
  • Monitor team performance, set targets, and ensure achievement of KPIs.
  • Build strong brand presence in the region through client engagements and networking.
  • Ensure seamless client onboarding and service delivery processes.
Required Skillsets:
  • Strong expertise in Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions.
  • Proven ability to develop and execute business strategies in financial services.
  • Strong client acquisition, retention, and relationship management skills.
  • Leadership skills with experience in managing and motivating high-performing teams.
  • Excellent analytical and market research capabilities.
  • Strong understanding of financial products, investment vehicles, and regulatory environment.
  • Superior communication, presentation, and negotiation skills.
  • Entrepreneurial mindset with ability to drive growth in competitive markets.

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