We have an opening with leading financial Institution:-
Designation - Co-Head (Wealth)
1. Understand in detail clients investment needs & create a long term Asset Allocation plan.
2. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
3. Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
4. Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
- Focus on revenue both personal and team targets and team profitability
- New Client development and acquisition
- Periodic review of target v/s actual achievement RM wise - Working closely with other team leaders to increase cross sale within different geographies and within WAs to improve overall revenues.
5 Developing Business through multiple products
- Differentiating our offerings in the market place by increasing self knowledge to improve client impact.
- Deepening existing relationships and gaining more referrals
- Developing new product ideas to improve revenue generation
6. Employee Development
- Retention
- Knowledge Building
- Motivating Team
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