AddressAbout Client:
Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives.
Designation: Wealth Head
Reports To: Regional Head
Location/s: Hyderabad, Pune, Chennai, Bubaneshwar, Guwahati,
Qualifications: MBA/PGDM in Finance
Professional Certifications: CFP, NISM, IRDA
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:
- 12 - 15 years in Financial Industry pref. Broking/Capital Markets
- Should preferably have sales experience with banks/Private Wealth
- Should have handled teams
Technical Competencies:
- Good Analytical Skills
- Drive buying decision
- Expertise in Building & Managing Teams
- Proficient in Excel and PPT skills
