Head - Wealth Management - BFSI

Wealth Management Head

1. Candidate will be responsible for Wealth Management Division.

2. Building a team of well qualified and professional wealth managers across NCR / Uttar Pradesh / West Bengal / Telangana / Karnataka / Tamil Nadu - 25-30 Wealth Managers.

3. Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.

4. Contribute in providing customized solutions to the clients by evaluating their risk assessment and financial needs with product desk.

5. Acquisitions of new clients, HNI's, family offices & corporates by introducing wealth management products available on mastertrust's platform.

6. Ensuring customer satisfaction by customized and efficient support from the team.

7. Innovating and exploring new products from time to time to achieve acquisition and revenue targets.

8. Focus on building AUM across all products.

9. Required experience in Third Party Product & Distribution / Wealth Management exclusively.

10. Self-motivated, dynamic, target oriented & goals achiever who can work independently.

11. Should possess excellent entrepreneurial skills, communication skills & presentation skills.

12. Should be open to change and work in a healthy atmosphere.