Wealth Management

3 days ago

Mumbai, Maharashtra, India Talengage Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Client - Our client a leading NBFC

Position -Regional Head / Cluster Head - Wealth Management

Experience - Wealth Management / Private Banking

Locations - Delhi / Mumbai /Ahmedabad / Pune / Kolkata

  1. Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.
  2. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.
  3. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
  4. A business manager as he would be responsible for P & L of his team.
  5. Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
  6. Maintaining profitability targets by ensuring good IRR and cross sell
  7. Identifying streams for revenue growth & developing business plans to build consumer preference
  8. Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
  9. Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level
  10. Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process
  11. Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team
  12. To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

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