Regional Head

19 hours ago

Chennai, Tamil Nadu, India Saaki, Argus & Averil Consulting Full time

Client: Wealth Management Company of a leading business Conglomerate

Designation: Regional Head PCG

Location Mumbai (BKC)

Key Responsibilities:

Leading advisory and sales team.Develop and execute the overall advisory business strategyBuild and maintain strong relationships with key clients and partnersOversee the development and delivery of advisory servicesDrive revenue growth and profitability for the advisory businessManage and develop the advisory teamEnsure compliance with regulatory requirementsConduct market research and identify new business opportunitiesRepresent the company at industry events and conferencesCollaborate with other departments to achieve business objectives

Qualification: Post Graduate/ CA/ MBA

Must have NCFM/AMFI/ IRDA certifications. 

Required Skills and Experience:


• Minimum 12 years of experience in financial services, with at least 8 years in a leadership role


• Proven ability to build and maintain strong, trust-based relationships with clients, understanding their investment goals and delivering tailored solutions.


• Sound understanding of financial markets, investment and wealth management products like IAP, Mutual Funds, PMS, AIFs, insurance, and bonds.


• Ability to identify opportunities for cross-selling various financial products such as Equity Basket, SIP, Mutual Fund, PMS, and Insurance.


• Excellent communication and interpersonal skills.


• Strong problem-solving skills and decision-making abilities.

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