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Cluster Head - Wealth Management - NBFC Full-time Job

1 year ago NBFC Mumbai   92 views
Job Details

Job Description:-

- 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

Company Description
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