Cluster Head / Area Head - Wealth Management

As a Cluster Head / Regional Head - Private Wealth at our client, a leading NBFC, located in New Delhi, your role involves managing and expanding the portfolio of private wealth clients. You will oversee a team of wealth managers and ensure high-quality service delivery. Your responsibilities include: - 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 - Helping the teams establish strong ties with clients by designing & implementing their financial plans, ensuring they receive and execute on the right advice - Being a business manager responsible for the P & L of your team - Preferred background in Banking, Financial Services, Wealth Management - Development and management of respective teams, comprising Team Leaders and Relationship Managers - Planning and achieving Sales Targets for Wealth Management products through motivating, inspiring, and providing guidance to the team - Creating a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients - Interacting & developing rapport with all external/internal constituents of clients at all levels for maximum client retention & revenue achievement - Ensuring achievement of acquisition, activation, and other Cross sell targets with a special focus on Premium segment customers Qualification Required: - Minimum of 10 years of experience in Financial Industry/ Private Wealth / Capital Markets / Private Banking - Education: UG / PG Please note that this is a summary of the role description for Cluster Head / Regional Head - Private Wealth position.,