Fisdom

Chennai – 06/12/2023

Salary – upto 25 LPA

Job Title

Wealth Head

Company Profile

Our client is a private wealth management company and is the first Wealth Management firm catering to the mass affluent and HNIs in the Wealth-Tech Space, offering a comprehensive bouquet of products & services. They aim to help their investors achieve their financial goals with their robust technology platform augmented by their experienced wealth managers and domain experts.
Our client is India’s leading digital wealth management platform funded by Naspers Via PayU, QUONA capital, and SAAMA. They provide solutions across mutual funds, stocks, derivatives, NPS, insurance, and tax filing. It works on two models DIY model via APP and an Assisted Model

Job Description

  • 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.
  •  

Preferred Qualifications

  • 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

Desired Candidate Profile

  • Private Wealth Management
  • Bank Channel
  • Handling HNI Clients
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