Wealth Head - East Zone Job in Finwizard
- Finwizard Technology
- 8 to 12 Yrs
- Kolkata
- 1 month ago
- Email to a friend
- Report this job
Job Description
- Job Title: Team Leader Reports To: Regional Head Location/s: Bhubaneswar/ Ranchi/ Patna/ Guwahati Role Summary: If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! The TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be 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, Broking Responsible for development and management of respective zone teams, comprising Team Leaders, RMS Responsibilities: 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 Maintaining profitability targets by ensuring good IRR and cross sell Identifying streams for revenue growth & developing business plans to build consumer preference 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 Monitoring clients portfolio performance and rendering sustained advisory services for securing high ROI Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team 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. Conduct performance reviews for effective monitoring and measuring of results. Qualifications: MBA/PGDM in Finance Professional Certifications: CFP, NISM, IRDA Years of Experience: 8 12 years in Financial Industry pref. Broking/ Capital Markets Should preferably have sales experience with bank-led/Private Wealth Should have handled teams Behavioural Competencies: Ability to inspire trust and confidence in clients and team members A thorough understanding of financial markets, their behavior, movements and expectations with respect to market Excellent oral and written communication skills with clarity of thought, speech and expression Excellent interpersonal skills Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Technical Competencies: Good Analytical Skills Drive buying decision Expertise in Building & Managing Teams Manage Efficiency Proficient in Excel and PPt skills,
Employement Category:
Employement Type: Full timeIndustry: BFSI
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Wealth Head - East Zone Job in Finwizard
Contact Details:
Company: Finwizard TechnologyLocation(s): Kolkata
+ View Contact
Keyskills: Business Development Portfolio Management Client Relationship Management Wealth Management Financial Planning Asset Allocation Product Sales Recruitment Training Performance Reviews
Fraud Alert to job seekers!
₹ Not Specified
Finwizard Technology
Fisdom is an award winning, robo-advisory firm operating in the wealth management space. We currently offer investors a 360-degree wealth management platform for mutual funds and Insurance. Fisdom blends cutting-edge technology with conventional wealth management wisdom to make superior advisory acc...
Plugin template missing! Fix or contact support.
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in