Website Talengage
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.
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