AddressProfile Summary :
- Designation: Wealth Head
- Job Locations: Chennai, Bhubaneswar, Guwahati, Hyderabad, Patna
- Qualifications: MBA/PGDM in Finance
- Professional Certifications: CFP, NISM, IRDA
- Experience: 12 - 15 years in Financial Industry, preferably in Broking/Capital Markets
Role Summary: Dynamic professional experienced in Business Development, Portfolio Management & Client Relationship Management. Responsible for driving teams to exceed sales targets, maintaining profitability, and managing client relationships.
Responsibilities :
- Handling and motivating a team of Relationship Managers/Sr. Relationship Managers to achieve sales targets.
- Maintaining profitability targets and identifying revenue growth streams.
- Building and managing a client base in direct equity, focusing on Private Wealth/HNI/Corporate clients.
- Monitoring client portfolios and providing sustained advisory services.
- Establishing systems/procedures to contribute to growth and profitability.
- Ensuring compliance standards in Financial Planning, Asset Allocation, and Product Sales.
- Recruiting, training, and managing team members, minimizing attrition.
- Achieving acquisition, activation, and cross-sell targets.
- Conducting performance reviews for effective monitoring and measuring of results.
Requirement :
- Experience in Financial Industry, preferably in Broking/Capital Markets, with team handling experience.
- Behavioral Competencies: Ability to inspire trust, extroverted personality, thorough understanding of financial markets, excellent communication and interpersonal skills, positive attitude, assertive, result-oriented.
- Technical Competencies: Good analytical skills, expertise in building and managing teams, proficient in Excel and PowerPoint skills.
