National Head - Wealth Management - Financial Services

National Head Wealth Management-Financial Services

Responsibilites:

- Responsible for leading and growing the wealth management business for mass affluent clients across India.

- Will work closely with other teams within the organization to offer a comprehensive range of products and services to meet the needs of this segment.

- Develop and implement a robust strategy for business growth for mass affluent clients, aligned with the organizational vision and goals.

- Collaborate with product and other teams within the Private Wealth Management division to present a strong bouquet of products across various categories, such as broking, insurance, mutual funds, PMS, succession planning, alternative investments, bonds, NCDs, loans, real estate, etc.

- Process development: Establish and maintain strong processes and governance mechanisms to ensure smooth operations and continuous improvement of the business.

- Build and lead a large team of professionals, including relationship managers, product specialists, and support staff, to ensure high performance and customer satisfaction.

- Ensure adherence to all regulatory and organizational compliance requirements and implement effective risk management practices.

- Looking for 15yrs+ Exp in wealth management handling large teams , should have handled two zones. Should be from Broking firm or from financial services.

If keen , immediately whatsapp me @ 7299993116 - Ananthi Prasad , will connect for shortlisting process.