Regional Head

WinEzee

The person in this role will be front face of the organization being responsible for contributing to the top-line by developing advisory relationships by proactively acquiring HNI clients and providing them with integrated financial services

1. Basic Role Information:

Years of Experience: 10 years & above Educational Qualifications: Bcom/ MBA/ CA/ CFA

Management Level: AVP/VP/SVP/AD Total number of employees

supervised Depends on experience

2. Core Responsibilities:

Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking

Developing new product ideas to improve revenue generation

Generate leads and develop prospects, network to identify referrals to new clients

Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan

Identify and execute on new business opportunities with existing clients

Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

Motivating team to achieve defined targets and retention of current manpower

Initial Handholding to RMs, and Joint calls on High Value prospects/converted clients

Generating an AUC of 1 cr per month

Self Target - Generating minimum of 1x revenue per month

• Experience

  10 - 15 Years

• No. of Openings

  2

• Education

  Any Bachelor Degree

• Role

  Regional Head

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office