Wealth Head - Broking/Capital Markets

☞ Hireginie Talent Cloud Pvt Ltd

Ver: 102

Dia de atualização: 23-05-2024

Localização: Bhubaneshwar Odisha

Categoria: Finanças / Banco / Estoque

Indústria: Financial Services Capital Markets Investment Advice

Posição: Mid-Senior level

Tipo de empregos: Full-time

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Conteúdo do emprego

About Client

Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives.

Designation: Wealth Head

Job Locations: Chennai, Bubaneshwar, Guwahati, Hyderabad

Qualifications: MBA/PGDM in Finance

Professional Certifications: CFP, NISM, IRDA

Experience : 12 - 15 years in Financial Industry pref. Broking/Capital Markets

Role Summary

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The Wealth Head is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams 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. (S)he would be a business manager as he would be responsible for the P & L of his team.

Preferred Banking, Financial Services, Broking.

Responsible for development and management of respective zone teams, comprising Team Leaders, 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 12 - 15 years in Financial Industry pref. Broking/Capital Markets.
  • Should preferably have sales experience with bankled/Private.
  • Should have handled teams.

(ref:iimjobs.com)
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Data limite: 07-07-2024

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