Hiring for Cluster Head - Private Wealth Management (10-15 yrs) in Chennai, Hyderabad / Secunderabad (Job in Mumbai)
(Not Shown) (Please mention IndiaDynamics.com when contacting)
Job Description:Looking at Local candidates for each of the location-Mumbai,Chennai and Hyderabad. Client- Leading Private Wealth Management firm To ensure team of Senior Advisors and Advisors work in a structured manner. This covers procedures of the desk are followed for Client advisory, Acquisition Strategies, Events, Client Servicing & amp amp Sales of appropriate product. Planning, Strategizing and ensuring achievement of agreed Private Banking Target by growing and developing a quality team of Senior Advisors & amp amp Advisors. To define the right framework, to guide Advisors on the same and to have methods of monitoring to ensure that objectives are met To guide teams in how to advise, how to use opportunities available and how to make sales pitches which suit customer needs Ensure banking targets are met with of focus on loan products and forex products as primary drivers and wallet share of customers for liabilities Working with divisions in bank ie the Corporate Banking Team, Emerging Corporate Group and the Branch vertical to ensure that clients are acquired in line with quantitative objectives defined and then retained. Managing HNI, UHNI Clients.Strategic business planning, market segmentation and chalking out sales and marketing plan for the PBG Clients and ensuring its implementation to garner desired sales volume.