Wealth Head5 min read

Job Title

Wealth Head

Job Location – Chennai

Job Roles and Responsibilities:

• 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

• Maintaining profitability targets by ensuring good IRR and cross-selling Identifying streams for revenue growth & developing business plans to build consumer preference

• Responsible for the creation of 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 the client at all levels; for maximum client retention & achievement of revenues

• Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

• Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

• Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

• 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 the achievement of business and revenue targets attributed to the company.
• Conduct performance reviews for effective monitoring and measuring of results.

Qualification and Experience:

• 12 – 15 years in Financial Industry pref. Broking/ Capital Markets
• MBA/PGDM in Finance
• Should preferably have sales experience with bank-led/Private Wealth
• Should have handled teams

Mandatory Requirement:

• Private Wealth Management
• Bank Channel
• Handling HNI Clients

Salary Range – Up to 40 LPA