Cluster Head / Regional Head - Private Wealth

10 - 14 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Cluster Head / Regional Head - Private Wealth at our client, one of the leading NBFCs, your role will involve managing and expanding the portfolio of private wealth clients. You will be overseeing a team of wealth managers, ensuring high-quality service delivery, and developing and implementing business strategies. Your responsibilities will also include monitoring market trends, ensuring compliance with regulatory requirements, achieving financial targets, building strong client relationships, and representing the company at various industry forums and events. Key Responsibilities: - 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 by designing & implementing financial plans and ensuring they receive and execute the right advice - Responsible for the P & L of your team - Preferred experience in Banking, Financial Services, Wealth Management - Development and management of respective teams, including Team Leaders and RMS - Handling a team of Relationship Managers/Sr. Relationship Managers to achieve Sales Targets for Wealth Management products - 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 the client at all levels for maximum client retention & revenue achievement - Ensuring achievement of acquisition, activation, and other Cross-sell targets - Ensuring achievement of business and revenue targets attributed to the company Qualifications: - UG / PG in relevant field - 10+ years of experience in Financial Industry/ Private Wealth / Capital Markets / Private Banking Location: - Mumbai, Delhi, Pune, Ahmedabad, Kolkata Education: - UG / PG,

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Talengage

Human Resources Services

New Delhi Delhi

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