Cluster Head- Wealth management Jobs in Vitasta Consulting Pvt Ltd in Pune - India

Cluster Head- Wealth management

Vitasta Consulting Pvt Ltd

Posted on : 18-09-2024

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1 Vacancy

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Job Location

Pune - India

Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 18-09-2024

Job Description

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.

relationship with HNI/UHNI & corporate clients

Employment Type

Full Time

Company Industry

Key Skills

Apply Now

About Company

Vitasta Consulting Pvt Ltd

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Cluster Head- Wealth management

Vitasta Consulting Pvt Ltd

Job Description

Employment Type

Company Industry

Key Skills

About Company

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