- We are looking for a banking candidate with Team Handling experience on financial planning and advisory for one of the biggest non banking organisation. - Cluster Head - Wealth Management shall be responsible for development and maintenance of an effective wealth management strategy with the help of Investment Counsellors. This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management staff; oversee wealth management operations and support - As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management. Key Responsibilities: Ability to manage a team (current team handling experience is mandatory) - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus on business development via team across liabilities, assets &amp; fee to sustain and achieve growth in relationship value, revenues &amp; improved client stickiness - Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio - Ensuring need based product approach towards clients and regular reporting of product penetration Experience : 4+ years in Wealth Management Functional Competencies for this role would be: - Ability to manage relationships to improve relationship value of existing customers - Ability to build and maintain long term relationships, deepening relationship and growing revenues - Ability to provide seamless and superior service delivery - Ability to ensure compliance with key regulatory and bank level requirements Amit Panchal

Ahmedabad

Mumbai

Pune

Cluster Head - Wealth Management - NBFC 

Cluster Head - Wealth Management - NBFC  ,Job Description for Cluster Head - Wealth Management - NBFC  in DSP Eminence Consulting Services in  Ahmedabad Mumbai Pune for (4-10) years of experience. Apply Now!

Job Description for Cluster Head - Wealth Management - NBFC  in DSP Eminence Consulting Services in  Ahmedabad Mumbai Pune for (4-10) years of experience. Apply Now!