Wealth Management - Regional Head / Cluster Head

Company - Leading NBFC

Regional Head / Cluster Head - Wealth Management

Experience - 8 to 25+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking

Location - Chennai , Jaipur , Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata , Indore,Banglore , Hyderabad

Education - UG / PG

Role -

• Overall experience of around 10-20 years in the desired role with team management experience of min 3-4 years.
• Should have stability of minimum tenure of 3-4 years in the current organization.
• Should have own set of Client relationships and AUM and also the team client relationships.-
• Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.
• Planning and achieving self and team sales targets through the defined Wealth Management products.
• Experience in private wealth management, portfolio management, and client relationship management
• Proven track record of achieving financial targets and business growth
• Excellent knowledge of financial products, market trends, and regulatory requirements
• Preferred Banking, Financial Services, Wealth Management
• Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
• To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
• To ensure achievement of business and revenue targets attributed for the company
• Selling of products : Mutual Funds, PMS, Structured Products ,etc
• Handle and manage clients .
• Experience of advising clients across asset classes