Cluster Head - Wealth Management - NBFC Full-time Job1 year ago - NBFC - Mumbai - 91 views
Job Profile: Cluster Head
- NBFC Private Wealth firm with presence across India. Strong Equity based platform, listen in Indian Stock Exchange.
- Excellent knowledge driven organization with great learning, growth opportunities Financially and Career
- Managing client relationship, providing comprehensive advice & a broad range of investment products and service tailored complex needs of HNI clients.
- Team management & Driving self responsibilities of Client management, revenue and acquisition
- Hire, Train and develop team to achieve key metrics
- Regularly update on market knowledge and key global economic indicators which will affect client portfolio and update them regularly
- Become a go to advisor for all clients with excellent relationship management skills
- Ensure strict adherence to all compliance within the organization and Regulatory bodies.
- Lead and drive the team to develop new accounts by proactively engaging with both internal and external business partners Continuously motivate the team
- Responsible for P/L of his team. Optimally allocate resources, achieve his/her personal & team's sales targets
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