Regional Head - Wealth Management

Regional Head - Wealth Management

Experience: 10+ years

Location: Mumbai, Delhi, Kolkata, Chennai, Chandigarh, Hyderabad, Bangalore

Requirement:

- Responsible for acquiring High Net Worth relationships and managing and retaining such relationships by delivering the best standards of services.

- Expected to establish strong ties with them by designing and implementing their financial plans and then by ensuring that they execute on the right advisory.

Pre-requisites:

- Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.

- Overall experience of around 10 - 20 years in the desired role with team management experience of min 3 - 4 years.

- Should have stability of minimum tenure of 3 - 4 years in the current organization.

- Team managing and handling in the current experience is a must.

- Should have own set of Client relationships and AUM and also the team client relationships.

Roles and Responsibilities:

- Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.

- Planning and achieving self and team sales targets through the defined Wealth Management products.

- Responsible for acquiring Preferred clients (HNI/Ultra HNI).

- Maintaining client relationships and generate AUM from Preferred clients.

- To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios through the various notes shared by product team.

- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.

- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.

- To conduct and assist in organizing seminars, workshops and other business development activities.