Cluster Head - Wealth Management - Banking Domain

Job Purpose

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

Key Deliverables

- 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 focussing on the research based strength of the company

Role Requirements

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

- Experience: 10+ Years in Sales

Domain Knowledge:

IT Skills:

- 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.