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Senior Wealth Management Cluster Head

1 month ago

Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time
Job Purpose

The incumbent would be responsible for managing high net worth individual (HNI) customers with surplus investment amounts of Rs. 1 Crore above and have regular meetings with them. Additionally, they would support the team to achieve their sales targets, resulting in a revenue of 3.5 times the cost-to-company (CTC).

Key Deliverables
  • Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai region.
  • Continuously improve the sales effectiveness.
  • Motivate and direct the sales team.
  • Distinguish the company vis-a-vis competitors.
  • Engage in brand building exercises by focusing on the research-based strengths of the company.
Role Requirements
  • Educational Qualifications: Graduation in any stream / MBA in Marketing & AMFI.
  • Experience: 10 years in sales.
  • Domain Knowledge:
  • IT Skills:

The ideal candidate will be responsible for acquiring new-to-firm (NTF) clients, generating revenue, and maintaining relationships with high net worth individual (HNI) and ultra-high net worth individual (UHNI) clients. They will also offer wealth advisory services and ensure the growth of assets under management (AUM) or book size.

Required experience: 5 years of wealth management experience in the industry or from a wealth platform or banking background.