Senior positions in Wealth management for a Bank / Financial Services, Mumbai

A Reputed Bank / Financial Services

12 to 17 yrs. Mumbai
Posted on 31 Jan 2018

Job Description

Territory Head Positions in Wealth Management in a Reputed Bank / Financial Services, Mumbai

Qualification : Graduation / MBA
Experience: 12+ years sales exp. in Wealth Management (Multi product (MF, Insurance, alternate assets, other investment products)

Location: Mumbai

-Aquire new Clients
-Manage (along with respective WM/TL) clients of his territory
-Meet the Revenue targets for self and assigned team
-Develop and manage relationships with Emerging Affluent clients - provide investment products and services in line with their financial needs & objectives
-Manage a team of Team Leaders and Premier Wealth Managers who interact with clients
-Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity

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