Branch Manager

Confidential; Hyderabad; On-site; INR 3,500,000 - 5,500,000; Full time

Job summary

Confidential in India is recruiting for a Wealth Manager focusing on sales leadership within a leading bank broking company. The role demands 8-10 years of wealth management experience and leadership of the Wealth RM Sales team to drive revenue and brokerage targets.

The position emphasizes client acquisition, retention, cross-selling and ensuring active client engagement with emphasis on equities, mutual funds, SIPs, fixed deposits and insurance.

Qualifications

• Minimum 8-10 years of experience in Wealth Management.
• Experience leading a team of Relationship Managers (RMs).
• Proven track record in achieving sales targets and growth.

Responsibilities

• Manage and lead the Wealth RM Sales team.
• Drive team sales, revenue and brokerage targets.
• Monitor individual RM performance and ensure achievement of targets.
• Guide the team on client acquisition, retention and cross-selling.
• Drive business through Equity, MF, SIP, FD, Insurance and other products.
• Ensure active client engagement and trading activity.
• Support RMs in client handling and business development.
• Track team performance and identify opportunities for growth.

Skills

Wealth management

Sales leadership

Team management

Target driven

Client acquisition

Job description

We are hiring urgently for the position of Wealth Manager - Sales Team Handling with Leading bank broking company.

Key Responsibilities:

• Minimum 8-10 years of overall experience in Wealth Management
• Manage and lead the Wealth RM Sales team
• Drive team sales, revenue and brokerage targets
• Monitor individual RM performance and ensure achievement of targets
• Guide the team on client acquisition, retention and cross-selling
• Drive business through Equity, MF, SIP, FD, Insurance and other products
• Ensure active client engagement and trading activity
• Support RMs in client handling and business development
• Track team performance and identify opportunities for business growth

Preferred Profiles:

• Senior Wealth Manager
• Senior professionals from the Wealth Management segment

This is a great opportunity to take your Wealth Management / Wealth Sales Leadership career to the next level with a reputed organization.