Cluster head
16 hours ago
Job Specifications
Role Designation: Cluster Head
Department: Wealth Management
Function:
Company: MOPW
Reporting to: Regional Head
Location: Mumbai/ Delhi/ Bangalore/ Pune/ Ahmedabad
Job Purpose
The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC
Key Deliverables
· Execute cluster business plans for the Wealth Management segment to drive
· sales in the Mumbai region · Continuously improve the sales effectiveness
· Motivate and direct the sales team · Distinguish the company vis a vis competitor · Engage in brand building exercises by focussing on the research based strength of the company Role Requirements
o Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI
o Experience: 10+ Years in Sales
o Domain Knowledge:
o IT Skills:
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
Note - Pl upload resumes before sharing it ahead.
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