01Overview
Our client a leading NBFC
Position - Regional Head/Cluster Head -Wealth Management
Experience - 10 yrs to 25+ yrs
Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore
Requirement -
- Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.
- Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.
- 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.
- A business manager as he would be responsible for P & L of his team.
- 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 valuable 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
- 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 .
