Wealth Head

Chennai – 18/03/2024

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

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