Location Head - Investment Advisor - Banking

Location Head - Investment Advisor

Job Description : Reports directly to the Zonal Head

Pre-Requisites :

- Understanding business needs, its strategic direction and identifying initiatives that will allow a business to meet those strategic goals.

- Creating a systematic approach to increase reach through potential mapping and sales planning.

- Developing strong market knowledge of existing and potential clients and ensuring business growth opportunities aligned to company's strategic plans.

- Managing the revenue from the Region.

- Continually assess marketing techniques and their efficacy in affecting sales.

- Set the precedent for excellence through leading by example.

Team Handling :

- Strong personality with excellent communication skills and presentation skills to exclude the final meeting with the clients.

- Leading the team of Wealth Managers /Relationship Managers/ Management Trainees (Newly Recruited).

- Advice HNI/ UHNI clients with the assistance of in-house experts on their business needs related to Corporate Finance, Hedge funds and Private Equity, assessing their risk appetite and providing them investment options.

- Periodic review of target v/s actual achievement of Wealth Managers.

- Developing Business through Retail, PCG, Family offices and Institutional Sales.

- Formalizing Incentive Schemes from time to time, Developing Retention Strategies