Area Head
3 days ago
Position -Area Head / Cluster Head - Wealth Management
Client -
Our client a leading NBFC
Experience -
10+ yrs in Wealth Management / Private Banking
Locations -
Delhi / Mumbai / Pune / Kolkata / Indore / Jaipur / Lucknow / Chennai
Requirement -
Candidate with prior experience working in a Wealth Management/Private Banking set up
Experienced in driving sales of
Mutual Funds, PMS, Structured Products and Bonds
is a must.
Responsible for acquiring clients and managing & retaining such relationships
Expected to establish strong ties with them by designing & implementing their financial plans
Overall experience of around 10-20 years in the desired role with team management experience of min 3-4 years..
Should have own set of Client relationships and AUM and also the team client relationships.
Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.
Planning and achieving self and team sales targets through the defined Wealth Management products.
Responsible for acquiring Preferred clients (HNI/Ultra HNI)
Maintaining client relationships and generate AUM from Preferred clients.
Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.
Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
To conduct and assist in organizing seminars, workshops and other business development activities.
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