Cluster head wealth management
Cluster head wealth management
Posted on :
23-08-2024
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Job Specifications
Role Designation: Cluster Head
Department: Wealth Management
Function:
Company: MOPW
Reporting to: Regional Head
Location: Mumbai/ Delhi/ Bangalore/ Pune/ Ahmedabad
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
o Educational Qualifications: Graduation in any stream / MBA in Marketing AMFI
o Experience: 10 Years in Sales
o Domain Knowledge:
o 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.
Note Pl upload resumes before sharing it ahead.
wealth management,cluster,banking relationships,private banking
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
