State Head /Regional Head Description - STATE Head /Regional Head SUMMARY: - Responsible for generating business from the client with the help of team. (S) He would be - Responsible for acquisition of HNI/UHNI clients - Retaining such relationships by delivering the best standards of services. - Expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: -Prior experience of working in a wealth management set up. - Handle and manage clients with a minimum Investment amount. - Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - State Head responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent) - Maintaining client relationships and generate AUM from preferred clients. - Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition - To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. - To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: An MBA/PGDM or Graduate - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 4-5 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: - Ability to handle team. - Ability to inspire trust and confidence in clients. - Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients - Good oral and written communication skills with clarity of thought, speech and expression - Good interpersonal skills - Good Analytical Skills General Competencies: - Positive attitude, socially effective, high level of perseverance and patience - Assertive & hard working - Result oriented - Strong analytical skills and ability to work in teams.

Bangalore

Gurgaon/Gurugram

State Head/Regional Head - HNI Acquisition/IFA 

Job Description for State Head/Regional Head - HNI Acquisition/IFA  in Derive Management Solutions Pvt Ltd in  Bangalore Gurgaon/Gurugram for (4-10) years of experience. Apply Now!