Cluster Head / Area Head -Wealth Management for NBFC Client

Company Description

Our client is one of the leading NBFC.

Cluster Head / Regional Head - Private Wealth

Experience - 10+ years in Financial Industry / Private Wealth / Capital Markets / Private Banking

Location - Lucknow ,Bhubaneswar ,Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad,

Education - UG / PG

Role Description

This is a full-time on-site role for a Cluster Head / Regional Head - Private Wealth in NBFC at Talengage, located in New Delhi. The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery.

• Experience in private wealth management, portfolio management, and client relationship management
• Proven track record of achieving financial targets and business growth
• Strong leadership and team management skills
• Excellent knowledge of financial products, market trends, and regulatory requirements
• 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 P & L of his team.
• Preferred Banking, Financial Services, Wealth Management
• Responsible for development and management of respective teams, comprising Team Leaders, RMs.
• 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
• 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

Skills Required

Team Management, private wealth management, Portfolio Management, Client Relationship Management