About Client: Our Client is a prominent financial advisory and Private wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth Head Reports To: Regional Head Location/s: Chennai, Bubaneshwar, Ranchi, Patna, Hyderabad Qualifications: MBA/PGDM in Finance Professional Certifications: CFP, NISM, IRDA Role Summary: If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! - The TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. - (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. - (S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. - (S)he would be a business manager as he would be responsible for P&L of his team. - Preferred Banking, Financial Services, Broking - Responsible for development and management of respective zone teams, comprising Team Leaders, RMS 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 sell - Identifying streams for revenue growth & developing business plans to build consumer preference - Responsible for creation 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 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 - Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team - 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 achievement of business and revenue targets attributed for the company. - Conduct performance reviews for effective monitoring and measuring of results. Requirement: - 12 - 15 years in Financial Industry pref. Broking/Capital Markets - Should preferably have sales experience with bankled/Private Wealth - Should have handled teams Behavioural Competencies: - Ability to inspire trust and confidence in clients and team members - Needs to be an Extroverted personality - A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market - Excellent oral and written communication skills with clarity of thought, speech and expression - Excellent interpersonal skills - Positive attitude, socially effective, high level of perseverance and patience - Assertive & hard working - Result oriented Technical Competencies: - Good Analytical Skills - Drive buying decision - Expertise in Building & Managing Teams - Manage Efficiency - Proficient in Excel and PPT skills

Chennai

Hyderabad

Bhubaneshwar

Patna

Ranchi

Bihar

Jharkhand

Pune

Others

Wealth Head - Private Wealth - FinTech 

Job Description for Wealth Head - Private Wealth - FinTech  in Hireginie Talent Cloud Pvt Ltd in  Chennai Hyderabad Bhubaneshwar Patna Ranchi Bihar Jharkhand Pune Others for (10-15) years of experience. Apply Now!

Wealth Head - Private Wealth - FinTech  | iimjobs.com