Cluster Head- Wealth management

2 months ago


Pune, India Vitasta Consulting Pvt Ltd Full time
JobDescription

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 anystream / 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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