Cluster Head- Wealth Management
7 days ago
JobPurpose
Theincumbent would be responsible for the managing HNI customers (withsurplus investment amounts of Rs. 1 Crore above) and have regularmeetings with them also supporting team to achieve their salestarget which would result in a revenue of 3.5 times ofCTC
KeyDeliverables
- Executecluster business plans for the Wealth Management segment todrive
- salesin the Mumbai region
- Continuouslyimprove the saleseffectiveness
- Motivateand direct the sales team
- Distinguishthe company vis a vis competitor
- Engagein brand building exercises by focussing on the research basedstrength of the company
RoleRequirements
- EducationalQualifications:Graduation in any stream /MBA in MarketingAMFI
- Experience:10 Years inSales
- DomainKnowledge:
- ITSkills:
Responsiblefor acquiring NTF (new to the firm) clients revenue generation andmaintenance of relationship with HNI/UHNI & corporate clientsand offer wealth advisory services. Need to ensure growth of AUM orbooksize.
Experience:5 Years of Wealth Management experience in the industry/ Must befrom Wealth Platform or bankingbackground.
relationship with HNI/UHNI & corporateclients
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