AVP / VP / Sr VP - Wealth Management in NBFC
5 days ago
Company -
Leading NBFC
Regional Head / Cluster Head - Wealth Management
Experience -
5 to 25+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking
Locations -
Bhubaneswar, Chennai , Jaipur , Mumbai , Delhi, Gurgoan ,Pune ,Ahmedabad ,Kolkata , Indore,Bangalore , Hyderabad ,Ranchi , Raipur
Education -
UG / PG
Role Description
This is a full-time on-site role .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.
- 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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