Cluster Head - Wealth Management

6 - 11 years

30.0 - 40.0 Lacs P.A.

Delhi NCR, Bengaluru, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

HNIWealth ManagementPrivate BankingburgandyUHNiimperiaPrivate Wealthpreferred

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Specifications Role Designation: Cluster Head Department: Wealth Management Function: Company: MOPW Reporting to: Regional Head Location: Mumbai/ Delhi/ Bangalore/ Pune/ Ahmedabad Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai region Continuously improve the sales effectiveness Motivate and direct the sales team Distinguish the company vis a vis competitor Engage in brand building exercises by focussing on the research based strength of the company Role Requirements Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI Experience: 10+ Years in Sales Domain Knowledge: IT Skills: Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Role & responsibilities Preferred candidate profile Perks and benefits

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