Cluster Head/Regional Head – Wealth Management – NBFC/Broking

Indias oldest stock broking company

About Company:

One of India’s biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies – through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.

Job Location – Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad

Job Role:

– Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.

– Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

– Deliver solutions to clients based on their investment profile in consultation with product & research team.

– Periodic review of client portfolios in accordance with established procedures and/or timelines.

– Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.

– Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.

– Achieve revenue objectives as assigned by the organization.

– Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Desired Candidature:

– Must have relevant work experience in a Wealth management/Private Banking platform.

– Self-starter, proactive & target oriented.

– Strong networking & relationship building skills.

– Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.