8 Wealth Head Jobs

Work Level : Senior Leadership Core : Disciplined Leadership : Innovation Industry Type : Asset ManagementFinancial Services Function : Cluster / Hub Manager Key Skills : Team Handling,Cluster Manager,Mutual Fund,Alternate Investment Fund,Wealth Head Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: To deliver quality and quantity of business inlinewithcompanygoalandmission. To manage, monitor, motivate, and lead the team. To ensure all business and regulatory policy adherence by the team and self. To enhance the business of the assigned territory in all parameters of the products and services offered by the company. To ensur...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of PMS, Wealth Management, Trade Forex, Term Loan, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of PMS, Wealth Management, Trade Forex, Term Loan, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Work Level : Senior Leadership Core : Disciplined Leadership : Innovation Industry Type : Asset ManagementFinancial Services Function : Cluster / Hub Manager Key Skills : Team Handling,Cluster Manager,Mutual Fund,Alternate Investment Fund,Wealth Head Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Key Skills: To deliver quality and quantity of business inlinewithcompanygoalandmission. To manage, monitor, motivate, and lead the team. To ensure all business and regulatory policy adherence by the team and self. To enhance the business of the assigned territory in all parameters of the products and services offered by the company. To ensure and the te...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of RE Investments, AIF, REIT's, PMS, Wealth Management, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Role & responsibilities • Manages a team of Wealth Relationship Managers • Leading, guiding and mentoring team of Banking Managers • Strategic planning and implementation to achieve business goals • Enhancing engagement of High Net Worth Customer through joint calls with RMs • Ensuring team focus and consistent delivery across all products as per defined vectors Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade Forex • Monitoring & reviewing Relationship Manager’s Portfolio quality and hygiene metrics • Achievement of Relationship Manager Targets • Effectively manage and motivate team • Hiring and retaining of competent team members • Portfolio analysis with RMs an...

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell prod...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of RE Investments, AIF, REIT's, PMS, Wealth Management, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX