Responsibilities: - 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 creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues - Monitoring client's 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 - To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers - To ensure achievement of business and revenue targets attributed for the company. - Conduct performance reviews for effective monitoring and measuring of results. Requirement: - 12 - 15 years in Financial Industry pref. Broking/ Capital Markets - Should preferably have sales experience with bankled/Private Wealth - Should have handled teams Behavioral Competencies: - Ability to inspire trust and confidence in clients and team members - Needs to be an Extroverted personality - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market - Excellent oral and written communication skills with clarity of thought, speech and expression Excellent interpersonal skills - Positive attitude, socially effective, high level of perseverance and patience - Assertive & hard working - Result oriented Technical Competencies: - Good Analytical Skills - Drive buying decision - Expertise in Building & Managing Teams - Manage Efficiency - Proficient in Excel and PPT skills

Pune

Chennai

Wealth Head - Broking/Capital Markets 

Job Description for Wealth Head - Broking/Capital Markets  in Hireginie Talent Cloud Pvt Ltd in  Pune Chennai for (9-20) years of experience. Apply Now!