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Cluster Head - Wealth Management Segment (10-25 yrs)
Change Leaders Consulting
posted 14d ago
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Job Description
- Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai region
- Continuously improve the sales effectiveness
- Motivate and direct the sales team
- Distinguish the company vis a vis competitor
- Engage in brand building exercises by focusing on the research based strength of the company
- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
- Need to ensure growth of AUM or book size.
Experience:
10+ Years in Sales (5+ Years of Wealth Management experience in the industry. Must be from Wealth Platform or banking background)
Functional Areas: Other
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