Regional Head/Cluster Head - Wealth Management - NBFC

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.