Hod

1 week ago

Mumbai, India Morpheus Human Consulting Full time

Reference Code:

- 473-03
- Job Title:
**HOD- Wealth Management - Financial Services - Mumbai**
- Category:

- Financial Services
- Job Description:

- Our Client is a Premier Wealth Management firm, offering sophisticated products and services to very select clientele. They offer a wide range of wealth creation products, from standard products to very complex, structured, and customized products for our clients. Product range spans across Equity and Debt to alternate asset classes, including premium offshore offerings.
- Some of the unique solutions and investment alternatives that we provide include:

- 1. Investments in Equity portfolios - Mutual Funds, PMS, AIFs.
- 2. Range of Tax Efficient Fixed Income products.
- 3. Offshore investment opportunities.
- 4. Succession & Estate Planning services.
- 5. Bond execution desk that offers end-to-end service.
- 6. Loan against Securities through our NBFC partners.
- 7. Investment Banking services through our partner
- Job Title: HOD- Wealth Management - Financial Services - Mumbai
- HOD shall be the ultimate face of the wealth management vertical, as he/she is going to be the final point of contact with clients.
- **Job Description**:

- Roles and Responsibility
- ?Will need to deliver Target (Individual + Team player)
- ?AUM Building & Revenue Generation
- ?Recruitment and managing a team of relationship managers
- ?Acquiring preferred clients (HNI/Ultra HNI) (having a minimum AUM of Rs. 5 Cr & above clients)
- ?Acquiring HNI clients and managing & retaining such relationships by delivering the best standards of services.
- ?Establish strong ties with them by designing and implementing their financial plans and then by ensuring that they execute the right advisory.
- Key Skills:

- Key Skills:

- Should be an effective Team Player
- Good communication skills Verbal and written
- Should have own set of Client relationships and AUM and also the team client relationships
- Team Management experience: If Yes, Kindly mention the number of team members willing to bring along with you.
- Mandatory:
- ?Should have the stability of minimum tenure of 3-4 years in the current organization.
- ? Team managing and handling in the current experience is a must.
- Gender: Open
- Experience : 5-10 years
- Job Location: Prabhadevi, Mumbai
- Industry: Wealth Management
- Working Days: 5 days (9:30 to 6:30)
- Qualification: Graduate/Post Graduate
- Notice Period: Immediate to 30 days- About Morpheus Consulting:
- Recruitment is a people-focused business - our success and growth are reliant upon our people. Our team of 130 consultants based in Middle east, Asia and Africa offer a blend of international recruitment experience, coupled with a platform of local market and industry knowledge. Morpheus Consulting has its presence since 2007 and has established itself as a reputed recruitment specialist in its industry.-
- Location:

- Mumbai
- Required Experience:

- 5-10 yrs
- Positions:

- 1

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