Cluster Head - Broking Firm

Cluster HEAD - Wealth Management Group

Job description : Our client is a leading broking firm offering comprehensive investment management solutions to institutions, banks, corporates, high-net worth individuals and retail clients.

Max CTC Offered- Upto 25 lacs p.a.

Location : Mumbai & Delhi

Roles and Responsibilities :

- Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking

- Developing new product ideas to improve revenue generation

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

- Motivating team to achieve defined targets and retention of current manpower

- Initial Handholding to RMs, and Joint calls on High Value prospects/converted clients

- Generating yearly AUC of 20 cr

- Self Target - Generating minimum of 1x revenue per month

Desired Candidate Profile :

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income

- Should be relationship oriented with good inter-personal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of HNI Clients

- MBA, CA, CFA, NISM V-A