Wealth Management - Regional Head / Cluster Head

Client - Our client a leading NBFC

Position -Regional Head / Cluster Head - Wealth Management

Experience - 10+ yrs

Locations - Delhi / Mumbai / Ahmedabad / Pune / Kolkata

• Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.
• Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.
• 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.
• A business manager as he would be responsible for P & L of his team.
• 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
• 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

Skills Required

Wealth Management, Product Sales, Portfolio Management, Client Relationship Management, asset allocation, Financial Planning, Business Development