Vice President/Cluster Head - Sales - Wealth Management Business

Vice President - Cluster Head - Wealth Management

- Implement sales strategies to drive growth in business volumes through customer acquisitions

- Achieve self & team's targets B. Identify market opportunities to acquire customers

- Optimally allocate resources, achieve his/her personal & team's sales targets

- Execute brand building and visibility campaigns for the Wealth Management segment in the region

- Continuously improve the advisory capibilities and update self on products and markets

- Develop and maintain a strong service culture and ensure there are no complaints from customers

- Maintain regular meetings with all active customers

- Act as a mediator between the Company and the client

- Effectively communicate sales targets and plans to achieve the same to the team

- Identify the training needs of the team and train them on the same

- Continuously motivate the team

- Hand hold for sales closure

- Ensure internal processes are adhered to with regard to KYC norms and standard documentation processes within said TAT

- The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above)

Looking at candidates from Banks and Retail Brokerage only

- Post Graduate : MBA

- AMFI Certified