Hi, Greetings of the day!! We have an urgent requirement for the role of "Cluster Head" with one of the India's leading Private Wealth NBFC.
Experience Required : Must have 10 years plus experience into private wealth. Qualification : Must be a graduate OR post graduate.
Job Location : Ahmedabad. CTC : Max up to 30 To 35 Lacs (Depending upon the last drawn CTC and experience)
NOTE : This is a team handling role. The person needs to build his own team as well along with own book size
Roles & Responsibilities :
Execute business plans for the Wealth Management segment
Drive the continuous improvement of sales processes constantly making them more customer friendly and efficient.
Hire and train associates with a focus on offering multi products.
Drive and monitor sales through the team. Motivating the team through regular frontline contact
Responsible for new client acquisition, HNI / UHNI, building new relationships and increasing depth in existing relationships with High net worth clients.
Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in depth analysis of the client'
s profile so as to identify opportunities and match these opportunities to products / solutions provided by the organization.
Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.
Responsible for achieving targets as assigned by the organization on a monthly basis.
Understands clients risk profile and maximizes the 'risk vs. reward' balance for individual clients by optimizing product mix.
Comply with KYC / SEBI rules, regulations, and legislation governing the financial services industry.
Provide regular updates to the immediate superior as and when required. SKILLS & KNOWLEDGE