Wealth Head - Sales

- Join Our Team as a Wealth Head!-

- Client Overview:-

Our client is a leading financial advisory and wealth management firm dedicated to helping clients achieve their financial goals.

- Designation:- Wealth Head

- Qualifications:- MBA/PGDM in Finance

- Professional Certifications:- CFP, NISM, IRDA

- Experience:- 12-15 years in Financial Industry, preferably in Broking/Capital Markets

- Location:- [Insert Location]

- Role Summary:-

Are you passionate about building relationships and exceeding sales targets? We are seeking a dynamic Wealth Head with a background in Business Development, Portfolio Management, and Client Relationship Management in the Financial Services sector. As the Wealth Head, you will drive teams to surpass sales targets and deliver exceptional service standards to high-net-worth clients. You will be responsible for managing teams, driving profitability, and ensuring client satisfaction by designing and implementing financial plans.

- Responsibilities:-

- Lead a team of Relationship Managers/Sr. Relationship Managers to achieve sales targets for Wealth Management products

- Maintain profitability targets by ensuring good IRR and cross-selling

- Identify revenue growth streams and develop business plans

- Create and maintain a client base in direct equity by acquiring new Private Wealth/HNI/Corporate clients

- Monitor client portfolio performance and provide sustained advisory services

- Establish systems/procedures to contribute to growth and profitability

- Ensure compliance standards in Financial Planning, Asset Allocation, and Product Sales

- Recruit, train, and manage team members

- Conduct performance reviews for effective monitoring and measuring of results

- Requirements:-

- 12-15 years in Financial Industry, preferably in Broking industry/Capital Markets

- Sales experience with bank-led Private Wealth segment preferred

- Experience in team management

- Behavioral Competencies:-

- Ability to inspire trust and confidence in clients and team members

- Extroverted personality with excellent interpersonal skills

- Thorough understanding of financial markets

- Excellent oral and written communication skills

- Positive attitude, perseverance, and patience

- Assertive and hardworking

- Result-oriented

- Technical Competencies:-

- Good analytical skills

- Expertise in building and managing teams

- Proficient in Excel and PowerPoint skills

- Join Us:-

If you're ready to take on this exciting opportunity and make a difference in the world of wealth management, please submit your application along with your resume to [insert contact information]. We look forward to welcoming you to our team!