Job Description

- Profile Summary:- Designation:- Wealth HeadJob Locations:- Chennai, Bhubaneswar, Guwahati, Hyderabad, PatnaQualifications:- MBA/PGDM in FinanceProfessional Certifications:- CFP, NISM, IRDAExperience:- 12 - 15 years in Financial Industry, preferably in Broking/Capital Markets- Role Summary:- Dynamic professional experienced in Business Development, Portfolio Management & Client Relationship Management. Responsible for driving teams to exceed sales targets, maintaining profitability, and managing client relationships.- Responsibilities:- - Handling and motivating a team of Relationship Managers/Sr. Relationship Managers to achieve sales targets. - Maintaining profitability targets and identifying revenue growth streams. - Building and managing a client base in direct equity, focusing on Private Wealth/HNI/Corporate clients. - Monitoring client portfolios and providing sustained advisory services. - Establishing systems/procedures to contribute to growth and profitability. - Ensuring compliance standards in Financial Planning, Asset Allocation, and Product Sales. - Recruiting, training, and managing team members, minimizing attrition. - Achieving acquisition, activation, and cross-sell targets. - Conducting performance reviews for effective monitoring and measuring of results.- Requirement:- Experience in Financial Industry, preferably in Broking/Capital Markets, with team handling experience.- Behavioral Competencies:- Ability to inspire trust, extroverted personality, thorough understanding of financial markets, excellent communication and interpersonal skills, positive attitude, assertive, result-oriented.- Technical Competencies:- Good analytical skills, expertise in building and managing teams, proficient in Excel and PowerPoint skills. (ref:updazz.com)

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