Regional Team Lead Private Wealth/delhi/mumbai
Stock Market Trading Asset & Wealth Management
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Job Description
- Regional Team Lead Private Wealth/delhi/mumbai
- Company: Acura Solution
- Job Location: New Delhi, Delhi, India
- Employment Type: Full-time
- :
- Business Development & Revenue Growth:
- Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.
- Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.
- Ensure robust cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.
- Team Management & Leadership:
- Lead, mentor, and manage a team of Private Wealth Managers.
- Set explicit performance goals and monitor achievements through regular reviews.
- Conduct training sessions to enhance product knowledge and advisory skills of the team.
- Client Relationship & Advisory Services:
- Build and maintain long-term relationships with key HNI/UHNI clients and family offices.
- Provide investment solutions based on risk profiling and financial objectives.
- Ensure best-in-class advisory services and proactive client engagement.
- Compliance & Risk Management:
- Ensure strict adherence to RBI, SEBI, and NBFC regulatory guidelines.
- Mitigate financial and operational risks by implementing best practices.
- Maintain high standards of ethical conduct and governance in wealth management.
- Market & Competitor Analysis:
- Stay updated on market trends, investment prospects, and regulatory changes.
- Conduct competitor benchmarking to refine product offerings and client strategies. .
Skills
Mutual FundsStructured ProductsAUMAIFsBondsPMSWealth ProductsBusiness DevelopmentCrosssellingRevenue GrowthIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
The flagship company of the Acura group which has been in the talent acquisition space since a decade. The company focuses on Turnkey Recruitment contracts, Talent Acquisition, Head Hunting, Executive Search, RPO services and Recruiter on Hire We have recruiters from various industries clearly segmented across all the levels. Company has won various accolades in the field of Talent Acquisition and RPO services. Acura Solutions endeavors to offer complete HR services under one banner and currently offers 7 services.
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