National Wealth Management Director

6 days ago


Mumbai, Maharashtra, India JOBS n TA HR Services Full time
Job Description

As a key member of the JOBS n TA HR Services team, we are seeking a highly skilled and experienced National Head-Wealth Management professional to lead our wealth management initiatives across the country.

Key Responsibilities:
  1. Asset Management: Oversee the management of assets worth 2500 Cr and drive month-on-month growth of 6% of the region's assets.
  2. Business Development: Drive business growth across various products, including Mutual Funds, Equity, Private Equity, Portfolio Management, AUM, MFD, and AIF.
  3. Client Acquisition: Acquire new clients through our Relationship Managers.
  4. Strategy and Vision: Develop and implement the national strategy and vision for the finance company.
  5. Operations: Oversee the day-to-day operations of the company across various regions or branches.
  6. Business Growth: Identify and pursue opportunities for business growth and market expansion.
  7. Financial Performance: Monitor and manage the financial performance of the company at the national level.
  8. Leadership: Lead, mentor, and manage senior executives and managers across different regions.
  9. Compliance: Ensure that all operations comply with regulatory requirements and industry standards.

Requirements:

Mutual Funds, Equity, Private Equity, Portfolio Management, AUM, MFD, State Head, National Head, AIF, Vice President



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