Cluster Head - Wealth - Banking/NBFC

Role : Team Handling role

Location : Kochi

Reporting to Regional Head

Industry : Only from Banking, NBFC

Client Engagement and Relationship Management:

- Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products.

- Profiling Customers and provide financial products to meet customer needs.

- Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.

Market Research and Analysis:

- Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.

- Direct Relationship Managers to identify cross-selling and upselling opportunities.

Financial Planning and Reporting:

- Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences.

- Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations.

- Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.

Management and Leadership:

- Owning and Establishing Wealth Management Brand for the area.

- Recruitment, nurturing talent, reviewing team's performance for optimization of revenues.

- Co-Owning clients of the team.