Head - Wealth Management - NBFC (10-30 yrs)

- Should be from Private Banking , Private Wealth, Wealth Management .

- Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.

- Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.

- Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

- Responsible for P & L of his team.

- Responsible for development and management of respective zone teams, comprising Team Leaders, RMs

- 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 sell

- Identifying streams for revenue growth & developing business plans to build consumer preference

- Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients

- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

- 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 achievement of business and revenue targets attributed for the company.

- Conduct performance reviews for effective monitoring and measuring of results