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03/07 Samidha Kashyap
Talent Acquisition Executive at Bonanza Human Resource

Views:325 Applications:81 Rec. Actions:Recruiter Actions:10

Head - Sales - Portfolio Management Service - Wealth Management (10-15 yrs)

Mumbai Job Code: 81307

PMS Head


Department Wealth Management

Designation : Wealth Management Head ( PMS )

Location : Mumbai- Goregaon

Job Description :

- Strategizing the plan for the Business Growth across different markets

- Driving business by focusing on increase in AUM - PMS n Wealth Products

- Working with the Product team to identify new products

- Developing and Managing a team of RMs

- Monitoring and addressing stakeholder query - clients/ RM- s/ Associates/ Management

- Monitoring and assisting compliance, auditing, reconciliation and other operation activities

- Meeting/ review with team members on periodical basis to ensure smooth functioning all business aspects like advisory, PMS, Financial planning etc.

- Meeting with some important HNI clients and few prospects, assisting employees in lead closures

- Reviewing financial plans and recommendations made by team members for HNI clients

- Responsible for the P&L of the Business Unit

Qualification : MBA Finance / CFA/ CA

Experience : Minimum 10+ years in Wealth Management

Salary : Not constrain for the right candidate

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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