Regional Head/Cluster Head - Wealth Management - Financial Services Firm

Regional Head/Cluster Head , Wealth Management for a Leading Financial Services company

Core Responsibilities :

- Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking

- Developing new product ideas to improve revenue generation

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset

- Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

- Motivating team to achieve defined targets and retention of current manpower

- Initial Handholding to RMs, and Joint calls on High Value prospects/converted clients

- Generating yearly AUC of 20 crore

Self Target : Generating minimum of 1x revenue per month