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Kavita Adlakha

Senior Consultant at Mirus Solutions

Last Login: 21 October 2020

Job Views:  
3783
Applications:  94
Recruiter’s Activity:  57

Job Code

697204

Regional Head - Wealth Management - NBFC

7 - 15 Years.Bangalore/Chennai
Posted 4 years ago
Posted 4 years ago

- 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 Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.

- 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.

- Will manage a team of 6-7 Relationship Managers

- To increase the business & profitability of the Wealth Management Division by providing effective financial portfolio & wealth management advisory services to clients & source new clients based on the same.

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Posted By

user_img

Kavita Adlakha

Senior Consultant at Mirus Solutions

Last Login: 21 October 2020

Job Views:  
3783
Applications:  94
Recruiter’s Activity:  57

Job Code

697204

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