Mumbai, Prabhadevi
Role: Cluster Head - Wealth Management
Exp: 10+ yrs || Location: Mumbai
Salary: up to 1 CR
- Must have exp. in Wealth Management or banking background
- Responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them, also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC
- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
- Execute cluster business plans for the Wealth Management segment to drive
- Sales in the Mumbai region
- Continuously improve the sales effectiveness
- Motivate and direct the sales team
- Distinguish the company vis a vis competitor
- Engage in brand building exercises by focussing on the research based strength of the company
Experience | 10 - 20 Years |
Salary | 50 Lac & above P.A. |
Industry | Financial Services / Banking, Investments / Insurance / Stock Market / Loan |
Qualification | Other Bachelor Degree |
Key Skills | Sales Manager Wealth Manager Banking Sales Cluster Manager |
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