Regional Head

17 hours ago

Indore, Madhya Pradesh, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company - Leading NBFC

Regional Head / Cluster Head - Wealth Management

Experience - 10 to 25+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking

Location - Chennai , Jaipur , Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata , Indore,Banglore , Hyderabad

Education - UG / PG

Role Description

This is a full-time on-site role for a Cluster Head / Regional Head - Private Wealth in NBFC .The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. The ideal candidate will be responsible for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events.

Requirement

  • Experience in private wealth management, portfolio management, and client relationship management
  • Proven track record of achieving financial targets and business growth
  • Strong leadership and team management skills
  • Excellent knowledge of financial products, market trends, and regulatory requirements
  • Preferred Banking, Financial Services, Wealth Management
  • Responsible for development and management of respective teams, comprising Team Leaders, RMS.
  • 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
  • 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
  • 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
  • To ensure achievement of business and revenue targets attributed for the company

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