Cluster Head/Regional Head - Wealth Management

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company

About Company

One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.

Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad

CTC - Best in industry

Job Role:

• Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.
• Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies,
• Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
• Deliver solutions to clients based on their investment profile in consultation with product & research team.
• Periodic review of client portfolios in accordance with established procedures and/or timelines.
• Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Desired Candidature

• Must have relevant work experience in a Wealth management/Private Banking platform.
• Self-starter, proactive & target oriented.
• Strong networking & relationship building skills.
• Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.
  

If interested please share your updated resume on [email removed], you also may share the same with your friends who would be keen for this opportunity.