Head of Wealth Management

Location: Prakāshamnagar

Position:  Cluster Head
- Direct Sales (AVP) (Wealth Management)

Location:

Hyderabad

Industry Type:

Financial Services (Broking)
Department:  BFSI, Investments & Trading

Employment Type:

Full Time, Permanent
Role Category:  Trading, Asset & Wealth Management
Salary budget:  15-25 LPA

Role Overview :
As a Cluster Head (playing captain role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management.

Your role includes driving team performance and expanding our client base.

Key Responsibilities:

Leadership:
Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance.
Client Acquisition:
Develop strategies to attract HNI/UHNI clients through networking and referrals.
Sales & Advisory:
Oversee the sale of PMS, AIFs, and other investment products, ensuring effective client solutions.
Relationship Building:
Cultivate and maintain strong client relationships to increase Assets Under Management (AUM).
Target Achievement:
Drive team efforts to meet and exceed client acquisition and AUM targets.

Desired Profile:

Experience:

Proven success in sales and managing AUM of 50 crores+, with leadership experience.
Product Knowledge:
Expertise in PMS and investment products.

Skills:

Strong leadership, interpersonal skills, and strategic thinking.

Qualifications:

Relevant degree in Finance or a related field. Additional management certifications are a plus