Role: Cluster Head - Wealth Management
Exp: 10+ yrs || Location: Mumbai
Salary: up to 1 CR
- Must have exp. in Wealth Management or banking background
- Responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them, also supporting team to achieve their sales target which would result in a revenue of times of CTC
- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
- Execute cluster business plans for the Wealth Management segment to drive
- Sales in the Mumbai region
- Continuously improve the sales effectiveness
- Motivate and direct the sales team
- Distinguish the company vis a vis competitor
- Engage in brand building exercises by focussing on the research based strength of the company
- Experience10 - 20 Years
- No. of Openings1
- EducationAny Bachelor Degree
- RoleCluster Head
- Industry TypeBanking / Financial Services / Stock Broking
- Gender[ Male / Female ]
- Job CountryIndia
- Job TypeWork from Office
- Face interview locationMumbai