Cluster Head - Elite Wealth Management Group - Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, AlternateAssets, 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

Hyderabad

Cluster Head - Elite Wealth Management Firm 

Cluster Head - Elite Wealth Management Firm  ,Job Description for Cluster Head - Elite Wealth Management Firm  in Jaden Executive Search in  Hyderabad for (5-10) years of experience. Apply Now!

Job Description for Cluster Head - Elite Wealth Management Firm  in Jaden Executive Search in  Hyderabad for (5-10) years of experience. Apply Now!