Regional Head ( Wealth Management)

Job Responsibilities / Key Deliverables:

Customer Acquisition Minimum of 1 crore and above investable surplus.

Financial Planning (FP) and Portfolio Services

Execution of transactions post FP and on periodical basis

Manage Private Wealth, PMS and AIF fund related queries

Ensure delivery of various MIS reports as per requirements

To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
• Continuous learning, to be better equipped than our competitors
• To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

Revenue Generation

Build AUA

Customers Success is Our Success.

Functional Competencies:

• Macro Market & Economy Understanding
• Expert Level Understanding on Financial Products / Asset Classes
• Financial Planning / Portfolio Management
• Selling Skills / Customer Acquisition
• Valid Mandatory Certificates as per regulatory requirement/s