We are hiring for a leading Bank - Area Head - Gurgaon.

Grade - DVP - VP

CTC - 30- 42 lacs

Location - Gurgaon.

A team handling role to handle team of Wealth Manager's in Gurgaon.

Role Overview:

As the Area Head - Wealth Management, you will be responsible for leading and expanding our wealth management business within the Gurgaon region. Your day-to-day will involve overseeing a team of wealth managers, developing and implementing strategies to acquire new high-net-worth clients, and ensuring exceptional service delivery to existing clients.

You will collaborate closely with investment specialists, product teams, and relationship managers to provide comprehensive financial solutions. This role directly impacts the financial well-being of our clients by helping them achieve their long-term investment goals and contributes significantly to the overall growth and profitability of the bank's wealth management division.

Key Responsibilities:

- Develop and execute a comprehensive business plan for the Gurgaon region to achieve targeted growth in assets under management (AUM), revenue, and client acquisition.

- Lead, mentor, and motivate a team of wealth managers to achieve individual and team performance goals, ensuring adherence to compliance and regulatory guidelines.

- Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial needs and providing tailored investment solutions.

- Identify and pursue new business opportunities through networking, referrals, and targeted marketing initiatives to expand the client base.

- Collaborate with internal stakeholders, including investment specialists and product teams, to develop and deliver innovative wealth management products and services.

- Monitor market trends, competitor activities, and regulatory changes to adapt strategies and maintain a competitive edge.

- Ensure compliance with all relevant regulations and internal policies to mitigate risk and maintain the integrity of the wealth management business.

Required Skillset:

- Demonstrated ability to build and lead high-performing wealth management teams, fostering a culture of collaboration and excellence.

- Proven track record of acquiring and managing high-net-worth client relationships, with a deep understanding of their financial needs and investment objectives.

- Excellent communication, presentation, and interpersonal skills, with the ability to effectively engage with clients and internal stakeholders.

- Strong knowledge of financial markets, investment products, and wealth management strategies.

- Ability to analyze market trends, identify business opportunities, and develop effective business plans.

- Bachelor's degree in Finance, Business Administration, or a related field; MBA or relevant professional certifications (e.g., CFP, CFA) preferred.

- Adaptability to work in a dynamic and fast-paced environment, with a strong commitment to delivering exceptional client service.