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30/04 Tushar Upala
HR Recruiter at Forret India Pvt Ltd

Views:3008 Applications:45 Rec. Actions:Recruiter Actions:13

Team Leader - Wealth Management - HNI Clients - Bank (7-15 yrs)

Ahmedabad Job Code: 692317

Company: Private Sector Wealth Management Co.

Profile: Wealth Team Handling

Products: Structured Wealth Products

JOB ROLE :

- Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

- Maintaining profitability targets by ensuring good IRR and cross-sell

- Identifying streams for revenue growth & developing business plans to build consumer preference

- Responsible for creating a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing a rapport with all external/internal constituents of a client at all levels; for maximum client retention & achievement of revenues

- Monitoring clients portfolio performance and rendering sustained advisory services for securing high ROI

- Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

- 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 Profile Summary

Candidate Profile:

- Experience : Minimum 8 Year In Wealth Management

- He / She Must Be Currently In Team Handling Profile

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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