Elite Talent Partner at Hireginie Talent Cloud Pvt Ltd
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Wealth Head - Sales - Fintech/Broking/Capital Markets (12-15 yrs)
- Profile Summary:-
Designation:- Wealth Head
Job Locations:- Chennai, Bhubaneswar, Guwahati, Hyderabad, Patna
Qualifications:- MBA/PGDM in Finance
Professional Certifications:- CFP, NISM, IRDA
Experience:- 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.
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