Zonal Head - Wealth

Industry : Banking / Financial Services / Broking

Category : Sales & Marketing

Job Type : Permanent

Job Description : This role will develop short term and long term sales strategies for the Zone Wealth Management Business in line with the overall strategic goals of the organization and Department will works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectives.

Client Details:

- Our Client is a leader in the financial services sector, actively creating wealth for their clients for over two decades.

- Founded in 1995 with a clear goal of offering sound, research-backed financial advice, They've have successfully served a wide variety of highly distinguished clientele around the world; including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, private equity firms, corporate houses, small and medium-sized enterprises and high net worth individuals (HNIs).

Description:

- To develop short term and long term sales strategies for the Zone Wealth Management Business in line with the overall strategic goals of the organization and Department.

- To establish standardised and efficient sales processes to ensure quality control and efficient customer service delivery

- Strategies to achieve a balance of revenue streams through sale of MF /PMS which will build a steady annuity flow and through all other asset class

- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above invest able surplus

- Manage Private Wealth, PMS and AIF fund related queries

- Ensure delivery of various MIS reports as per requirements

- To develop short term and long term sales strategies for the WM business in line with the

overall strategic goals of the organization for North India

- Ensure discipline of asset allocation

- Continuous learning, to be better equipped than our competitors

- Financial Planning (FP) and Portfolio Services

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimise mis-selling instances

- Execution of transactions post FP and on periodical basis

- Responsible for Individual and Team Revenue generation

- Build AUA

- Team Management

- To continuously scan the competition/market and report on emerging trends or any new development or Business Opportunities for Wealth Management.

Profile:

- Lives the company values

- Business Awareness & Market Knowledge

- Customer Centricity

- People Connect

- Result Orientation

- Networking Ability

Job Offer:

This role will develop short term and long term sales strategies for the Zone Wealth Management Business in line with the overall strategic goals of the organization and Department

Will works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectives.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Sarthak Bhargava on +91 22 6903 6511.

The Apply Button will redirect you to website. Please apply there as well.