South Head - B2C Investment Partnership (12-15 yrs)

Job Overview:

We seek a dynamic and strategic leader as the South Head of B2C Investment Partnership to join our team. This role will involve leading and managing a talented team within our Investment Partnership division. The ideal candidate will possess extensive experience in wealth management, a proven ability to drive performance and results, and strong connections in the South India region.

Key Responsibilities

- Team Management: Lead and oversee a team of 6-10 professionals, providing guidance and support to foster a collaborative, high-performance culture. Ensure the team consistently meets performance targets.

- Wealth Product Expertise: Utilize your in-depth knowledge of wealth management products to develop strategies that enhance client engagement and satisfaction, aligning with market needs.

- Lead Management: Ensure rapid turnaround times for leads, targeting a response time of less than 24 hours, ideally within 6-8 hours.

- Performance Oversight: Drive a daily investment run rate of 1 crore, implementing effective processes and strategies to achieve and exceed this target.

- Leadership by Example: Foster a culture of excellence and accountability, motivating your team through exemplary leadership behaviours and decision-making.

- Collaboration: Collaborate closely with marketing, operations, and other teams to ensure alignment of objectives and strategies, enhancing overall performance. Leverage your extensive connections and familiarity with the South India market.

Qualifications

- Experience: 12-15 years of experience in wealth management, preferably with a reputable wealth firm. A proven track record in the South India region is essential.

- Education: Graduate degree required; MBA is preferred.

- Management Skills: Strong leadership and team management capabilities, with a focus on motivating and developing talent.

- Product Knowledge: Comprehensive understanding of wealth management products and investment strategies, with specific insights into the South Indian market.

Desired Attributes

- Results-Oriented: Demonstrated success in achieving targets and driving business growth.

- Strategic Thinker: Ability to create and implement effective business strategies.

- Excellent Communication: Strong interpersonal and communication skills, capable of building robust relationships with clients and team members.

- Proactive Problem Solver: Skilled at identifying challenges and implementing efficient solutions.