Area Head

3 days ago


Mumbai, Maharashtra, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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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