Span of Control:
Region - Delhi and NCR
Direct Reportees : 8
Total Team - 100
Specific Responsibilities:
- Managing P/L of the region
- Setting up the team
- Training & hand holding, new client acquisition
- Collaboration with multiple manufacturers
- Driving Sales of Wealth Products & third party financial services products(investments & assets)
Key Performance Indicators:
Bottom line - To achieve QOQ targets and FY targets
Compliance
Internal:
Customer service, Compliance, Product, Legal, IT and Operations
External:
Customers / Client - Retail and Corporate
Qualifications and Experience:
MBA with specialisation in Finance / Marketing
9 - 12 years work experience in Financial Services Domain
Sound knowledge of Wealth Management (Mutual Fund, PMS (Portfolio Management Services), PE (Private Equity), Life Insurance, General Insurance, Fixed Income Products etc)
Contact:
Mob: 9821463570
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