Regional Head/Cluster Head - Wealth Management - NBFC

Regional Head / Cluster Head Wealth Management for NBFC Company Description: Our client is one of the leading NBFC. Cluster Head / Regional Head Private Wealth. Experience: 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking. Location: Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad. Education UG / PG. Role Description: - This is a full-time on-site role for a Cluster Head / Regional Head Private Wealth in NBFC at Talengage, located in New Delhi. - The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. - The role also includes developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. - The ideal candidate will be responsible for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events. - Experience in private wealth management, portfolio management, and client relationship management. - Proven track record of achieving financial targets and business growth. - Strong leadership and team management skills. - Excellent knowledge of financial products, market trends, and regulatory requirements. - 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. - (S)he would be a business manager as he would be responsible for P & L of his team. - Preferred Banking, Financial Services, Wealth Management. - Responsible for development and management of respective 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. - Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues. - 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.