AddressWealth Head-MBA(Finance)-10yrs min exp
Role Summary:
- If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!
- The Wealth Head is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.
- (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.
- (S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
- (S)he would be a business manager as he would be responsible for the P & L of his team.
- Preferred Banking, Financial Services, Broking
- Responsible for development and management of respective zone teams, comprising Team Leaders, RMS
Responsibilities:
- Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
- Maintaining profitability targets by ensuring good IRR and cross sell
- Identifying streams for revenue growth & developing business plans to build consumer preference
- 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
- Monitoring client's portfolio performance and rendering sustained advisory services for securing high ROI
- Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level
- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process
- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team
- 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.
- Conduct performance reviews for effective monitoring and measuring of results.
Requirement:
- 10 - 15 years in Financial Industry pref. Broking/ Capital Markets
- Should preferably have sales experience with bank/Private Wealth
- Should have handled teams
Behavioral Competencies:
- Ability to inspire trust and confidence in clients and team members
- Needs to be an Extroverted personality
- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market
- Excellent oral and written communication skills with clarity of thought, speech and expression
- Excellent interpersonal skills
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hard working
- Result oriented
Technical Competencies:
- Good Analytical Skills
- Drive buying decision
- Expertise in Building & Managing Teams
- Manage Efficiency
- Proficient in Excel and PPT skills
