Cluster Head - Wealth Management Segment - Bank

Cluster Head - Wealth

Exp : 5 to 12 years

Job Purpose :

- The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC.

Key Deliverables :

- Execute cluster business plans for the Wealth Management segment to drive.

- Sales in the Mumbai region.

- Continuously improve the sales effectiveness.

- Motivate and direct the sales team.

- Distinguish the company vis a vis competitor.

- Engage in brand building exercises by focusing on the research based strength of the company.

Role Requirements :

Educational Qualifications :

- Graduation in any stream / MBA in Marketing, AMFI

Experience : 10+ Years in Sales

Domain Knowledge :

IT Skills :

- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.

- Need to ensure growth of AUM or book size.

Experience :

- 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.