Cluster Head - Private Wealth Management

Looking at Local candidates for each of the location-Mumbai,Chennai and Hyderabad.

Client- Leading Private Wealth Management firm

To ensure team of Senior Advisors and Advisors work in a structured manner. This covers procedures of the desk are followed for Client advisory, Acquisition Strategies, Events, Client Servicing & Sales of appropriate product.

Planning, Strategizing and ensuring achievement of agreed Private Banking Target by growing and developing a quality team of Senior Advisors & Advisors.

To define the right framework, to guide Advisors on the same and to have methods of monitoring to ensure that objectives are met

To guide teams in how to advise, how to use opportunities available and how to make sales pitches which suit customer needs

Ensure banking targets are met with of focus on loan products and forex products as primary drivers and wallet share of customers for liabilities

Working with divisions in bank ie the Corporate Banking Team, Emerging Corporate Group and the Branch vertical to ensure that clients are acquired in line with quantitative objectives defined and then retained.

Managing HNI, UHNI Clients.Strategic business planning, market segmentation and chalking out sales and marketing plan for the PBG Clients and ensuring its implementation to garner desired sales volume.