Wealth Head - Financial Industry

Job Roles and Responsibilities:

- Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

- Maintaining profitability targets by ensuring good IRR and cross-selling Identifying streams for revenue growth & developing business plans to build consumer preference

- Responsible for the creation of a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of the client at all levels; for maximum client retention & achievement of revenues

- Monitoring client's portfolio performance and rendering sustained advisory services for securing high ROI

- Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

- To ensure achievement of acquisition, activation and other

- Cross-sell targets. To also ensure achievement of sub-targets within acquisition with a special focus on Premium segment customers

- To ensure the achievement of business and revenue targets attributed to the company.

- Conduct performance reviews for effective monitoring and measuring of results.

Qualification and Experience:

- 12 - 15 years in Financial Industry pref. Broking/ Capital Markets

- MBA/PGDM in Finance

- Should preferably have sales experience with bank-led/Private Wealth

- Should have handled teams