Business Head - Wealth Management Firm

1. Setting up the sales team

- Recruiting the sales team

- Managing and guiding the sales team

- Imparting knowledge and undergoing product training at regular intervals

- Setting their targets and monitoring it at regular intervals

2. Planning overall strategy and driving the sales

- Preparing the business plan

- Formulating strategies to expand the client base

- Preparing of product literature, pamphlet, banners, etc

- Prospect, acquire and retain clients

- Cross-sell products and services to both new as well as existing clients as per their lifestyle, monthly inflows and other requirements.

- Contact clients periodically and determine if they are satisfied with the services and returns generated.

- Achieve budgeted targets in terms of number of clients/volume of business & assets.

3. Setting up the call center operations :

- Evaluate various systems available in the market

- Implementation of a CRM

- Tracking of the CRM and resolution of issues

4. Evaluating and setting up the technological platform :

- Identify various programs and software required

- Evaluation of the software and coordination with the vendor for installation

- Testing of the systems and process

- Monitoring of various glitches and resolving the same

5. Creating the operational backbone :

- Liaising with the head office

- Provide various Investment performance reports and summaries to the clients

- Resolution of customer queries, in a timely and efficient manner

- Managing budgets

- Maintaining adequate records

- Tracking the brokerages, monitoring the payments received, resolving issues if any

6. Ensuring regulatory compliance :

- Keeping abreast regarding the industry rules and regulatory

- Monitoring changes if any proposed or required to be implemented

7. Excellent communication skills and an expert in managing team

8. Ensure ongoing self-development and that of the team.