AVP / VP / Sr VP - Wealth Management

Company - Leading NBFC

Regional Head / Cluster Head - Wealth Management

Experience - 10 to 25+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking

Location - Chennai , Jaipur , Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata , Indore,Banglore , Hyderabad

Education - UG / PG

Role Description

This is a full-time on-site role for a Cluster Head / Regional Head - Private Wealth in NBFC .The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. The ideal candidate will be responsible for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events.

Requirement

• Experience in private wealth management, portfolio management, and client relationship management
• Proven track record of achieving financial targets and business growth
• Strong leadership and team management skills
• Excellent knowledge of financial products, market trends, and regulatory requirements
• Preferred Banking, Financial Services, Wealth Management
• Responsible for development and management of respective teams, comprising Team Leaders, RMS.
• 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
• 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
• 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