Cluster Head - Wealth Management (10-15 yrs)

- The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC

- 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: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Skills:

- Relationship with HNI/UHNI & corporate clients

- Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI

- Experience: 10+ Years in Sales

- Execute cluster business plans for the Wealth Management segment to drive sales in the 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 focussing on the research based strength of the company