Cluster Head - Private Wealth (Playing / Non Playing) Department Sales - Wealth Management Direct reporting: Regional Head: Level VP - SVP Location: Mumbai Number of people supervised: If, 2-3 RMs ( Self Business & Team Manager role ) / If - 7-8 RMs ( Only Managerial role ) Execute business plan for the wealth management segment. Drive continuous improvement of the sales process, constantly making them more customer friendly & efficient. Hire & train associates with a focus on offering multiple Wealth products. Drive & monitor sales through the team. Motivating the team through regular frontline contacts KRA - A front role as a Senior Partner in managing client relationship, providing comprehensive advice & a broad range of investment products and service tailored complex needs of HNW/UHNW clients. - Manage a team of private wealth Relationship Managers - Implement sales strategies to drive growth in business volumes through new to the firm acquisitions - Effectively communicate sales targets and plans to achieve the same to the team - Working towards specific individual, team and market asset and revenue target - Identify the training needs of the team and train them on the same - Lead and drive the team to develop new accounts by proactively engaging with both internal and external business partners - Continuously motivate the team - Create added value for both our clients and MO through actively identifying the clients- needs, wants and preferences so as to create a long-term trusting relationship. - Identify market opportunities to acquire customers - Responsible for P/L of his team - Optimally allocate resources, achieve his/her personal & team's sales targets - Ensure coverage of customer base in accordance with business plan. - Delegates to team members, and creates an environment where they can take individual initiative and succeed - Has a reputation as someone that professionals in the organization would like to work for. Educational Qualifications - Graduation / Post Graduation in any discipline - AMFI Certification - 12 - 15 years of experience with wealth management platform, with at least 5 to 7 years of managing leadership role.

Mumbai

Cluster Head - Private Wealth 

Cluster Head - Private Wealth  ,Job Description for Cluster Head - Private Wealth  in The Recruiters in  Mumbai for (10-20) years of experience. Apply Now!

Job Description for Cluster Head - Private Wealth  in The Recruiters in  Mumbai for (10-20) years of experience. Apply Now!