Head of Wealth Management

2 weeks ago


gurgaon, India Antal International Full time
You can also share your cv to or can connect with me on LinkedIn - : Gurgao
nExperience : 10 year
s
Job Summar
y:We are seeking an experience d Wealth Management Bond Distributo r to join our team. The successful candidate will have a proven track record of distributing bond products to high-net-worth individuals, families, and institutions through both direct sales and peer-to-peer relationships . The ideal candidate will have a deep understanding of the bond market, excellent sales and relationship-building skills, and a strong network of contacts in the wealth management industr
y.
Key Responsibiliti
es:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond produ
ctsBuild the distribution network of IFAs and MFDs for distributing produ
ctsOrganize and lead offline eve
ntsBuild and lead a team of RMs to develop the chan
nelConduct market research and analysis to identify opportunities for bond distribut
ionCollaborate with internal teams, including sales, marketing, and product development, to identify and pursue new business opportunit
iesProvide expert advice and guidance on bond products to clients and internal stakehold
ersMeet and exceed sales targets for offline bond distribut
ionBuild and maintain peer-to-peer relationships with financial advisors, wealth managers, and other industry professionals to expand distribution chann
elsStay up to date with market trends, regulatory changes, and competitor activ
ityDevelop and maintain a deep understanding of client needs and preferen
ces
Requireme
nts:10 to 12 years of experience in wealth management, bond distribution, or a related f
ieldPrior experience in B2B distribution of Bonds or fixed income products is prefe
rredtrue blue sales/ wealth management role / Core B2B Sales experi
enceProven track record of success in distributing bond products through both direct sales and peer-to-peer relations
hipsStrong network of contacts in the wealth management indu
stryExcellent sales, relationship-building, and communication sk
illsDeep understanding of the bond market and financial mar
ketsStrong analytical and problem-solving sk
illsAbility to work in a fast-paced environment and meet deadl
ines
Nice to
Have:Experience working with high-net-worth individuals and fam
iliesKnowledge of financial planning and wealth management princ
iplesExperience with CRM software and other sales
tools

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