Regional Head - Wealth - HNI Clients - NBFC

Our clients are market leaders in various spheres of industry. For the NBFC arm's Wealth Management setup we are seeking "Regional Head- Wealth".

Please note that this role requires Wealth Management Experience of minimum of 5-7 years + of which atleast the past 2 years is in Managing a Wealth Team.

The role would entail management of own personal books and leading a team of Asst WM, WM and SR WM.

If you are Branch Manager considering applying for the role, please note that you have to have your own clients and books and manage them along with the responsibility of the team performance.

Please REFRAIN from applying if you are not inclined to managing your own portfolio and if you are not from a Wealth Advisory domain.

Job Role and Description

The Wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes all Asset Classes like Mutual funds, Life insurance, Bonds, Structured products, AIF, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.

The Regional Head is responsible for the overall performance of their team in wealth management products in a particular area by managing their sales teams, business budgets, client acquisitions & customer satisfaction initiatives. The main challenges faced by this profile include - keeping updated with the latest market scenario and ensuring the same for the local team, getting market intelligence of competitor moves and managing growth amidst stiff competition & meeting high customer expectations. The critical skill sets that this profile requires are an in-depth knowledge of all wealth management products & services, strong communication, proactiveness and high customer & target orientation.

The key job is to provide continuous & superior guidance to the team members to focus on

(1) Client acquisition

(2) Client retention & deepening

(3) Positioning the brand effectively to attract talent.

CTC upto 40 Lacs