Area Head - Wealth Management - BFSI

Job Purpose :

- The Area Head is responsible for representing the organization at our partner bank locations.

- He/she will make sure that the organizational footprint in the market is prominent and in turn generate sales and revenue by utilizing excellent, in-depth knowledge of company products & services.

Key Responsibilities :

- Establish and support various channels of customer outreach for the company, such as bank partnerships and achieve sales targets from these channels

- Advise and build a book through multiple investment avenues available as a part of the wealth ecosystem.

- Set up processes, systems and monitor all key business metrics for the partnership and also the deliverables of his/her direct team

- Plan, organize and implement promotional activities in various bank branches

- Be able to identify newer investment opportunities and align his/her understanding in accordance with the same.

- Focus on acquiring and onboarding a number of HNI customers that he/she has managed in the past to build incremental AUM.

- Build and deepen the relationship with the existing customers to get an incremental share of their wallet.

- Manage a team of wealth managers and area managers responsible to acquire new customers through the partner banks.

- This role will entail managing & acquiring customers and also supervising a team.

Qualifications & Experience :

- Post Graduate

- 7-10 years of relevant relationship management and portfolio advisory experience

- Candidates with a significant investment book

- Candidates with a record of outperforming sales/revenue targets will be given prominence

- The candidate should come with experience of marketing and selling financial products such as Mutual Funds, Insurance, Equity and Debt products.

Skills/Competencies :

- Strong understanding of the Capital Markets & Knowledge of Mutual Funds, Insurance, Equity, Debt Markets

- Customer/Client-centric

- Strong Teamwork Orientation & Collaborative skills.

- Seamless Communication in English, Hindi and Regional/local language(must)

- Decision Making & Problem Analysis/Solving

- Results Driven

- Ability to network & build long-term professional relationships

- Manage teams