Cluster Head/Regional Head – Wealth Management – NBFC/Broking Talengage

The Corporate Institute; India; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Corporate Institute invites experienced Wealth Managers to join India’s leading stock broking firm. You will advise private clients, craft integrated wealth plans, and grow assets through mutual funds, PMS/AIF, equities and other products.

You will conduct client reviews, ensure KYC/SEBI compliance, and expand your network to build enduring relationships that deliver revenue objectives.

Qualifications

• Must have relevant work experience in Wealth management/Private Banking.
• Self-starter, proactive & target oriented.
• Strong networking & relationship-building skills.
• Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Responsibilities

• Implement an integrated plan addressing wealth creation, preservation and enhancement for private clients.
• Showcase entire product suite to existing clients and grow assets across Mutual funds, PMS/AIF, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
• Deliver solutions to clients based on their investment profile in consultation with product & research team.
• Periodic review of client portfolios in accordance with established procedures and timelines.
• Proactively advise and consult with clients explaining the types of financial services available, educate them about investment options and potential risks.
• Identify potential new clients and build relationships to manage their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Skills

Wealth management

Networking

Relationship building

Customer service

Proactivity

Job description

Indias oldest stock broking company

About Company:

One of India’s biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies – through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.

Job Location – Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad

Job Role:

• Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.
• Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
• Deliver solutions to clients based on their investment profile in consultation with product & research team.
• Periodic review of client portfolios in accordance with established procedures and/or timelines.
• Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Desired Candidature:

• Must have relevant work experience in a Wealth management/Private Banking platform.
• Self-starter, proactive & target oriented.
• Strong networking & relationship building skills.
• Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.