Head - Wealth Management - Financial Services

Wealth Head - Leading Financial Services-Mumbai

Position - Wealth Head

Opening in one of the leading financial services firm

Location - Mumbai

PRE-REQUISITES:

- Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.

- Overall experience of around 15-20 years in the desired role with team management experience of min 3-4 years.

- Should have stability of minimum tenure of 3-4 years in the current organization.

- Should have own set of Client relationships and AUM and also the team client relationships.

ROLES & RESPONSIBILITIES:

( Target- Individual + Team Target)

- AUM Building & Revenue Generation

- Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.

- The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 5 Cr & above clients).

- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.

- Focus Products: Mutual Funds, PMS, Structured Products.