Regional Head - Wealth Management

Regional Head - Wealth Management Experience: 10+ years Location: Mumbai, Delhi, Kolkata, Chennai, Chandigarh, Hyderabad, Bangalore Requirement: - Responsible for acquiring High Net Worth relationships and managing and retaining such relationships by delivering the best standards of services. - Expected to establish strong ties with them by designing and implementing their financial plans and then by ensuring that they execute on the right advisory. Pre-requisites: - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must. - Overall experience of around 10 - 20 years in the desired role with team management experience of min 3 - 4 years. - Should have stability of minimum tenure of 3 - 4 years in the current organization. - Team managing and handling in the current experience is a must. - Should have own set of Client relationships and AUM and also the team client relationships. Roles and Responsibilities: - Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. - Planning and achieving self and team sales targets through the defined Wealth Management products. - Responsible for acquiring Preferred clients (HNI/Ultra HNI). - Maintaining client relationships and generate AUM from Preferred clients. - To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios through the various notes shared by product team. - 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 conduct and assist in organizing seminars, workshops and other business development activities.