Location - Mumbai, Delhi, Bangalore, Pune, Ahmedabad
An exceptional leadership opportunity to oversee a cluster of High Net Worth Individual (HNI) clients, drive revenue growth, and mentor a high-performing sales team. Join a renowned wealth management organization to provide tailored financial solutions and make a lasting impact in the industry.
Your Future Employer: is a prestigious wealth management firm known for delivering customized financial solutions to HNI and corporate clients, fostering trust, innovation, and excellence in the financial services domain.
Responsibilities:
Developing and executing cluster business plans to achieve sales targets in the wealth management segment.
Managing relationships with HNI clients (investment surplus above ₹1 Crore) to provide top-notch advisory services.
Motivating and mentoring the sales team to achieve their targets and deliver exceptional client experiences.
Distinguishing the company through brand-building activities and highlighting research-based strengths.
Growing the cluster’s AUM (Assets Under Management) and revenue to meet organizational goals.
Requirements:
Graduation in any stream; MBA in Marketing or AMFI certification preferred.
10+ years of sales experience, with at least 5 years in wealth management or banking.
Proven expertise in acquiring new-to-the-firm clients and managing HNI/UHNI relationships.
Strong knowledge of wealth management products and financial advisory services.
Excellent leadership, relationship management, and business development skills.
What Is in It for You?
Leading a high-performing sales team in a growth-oriented environment.
Competitive compensation structure with opportunities to exceed targets.
Career advancement opportunities within a leading wealth management firm.
Reach Us:
If this role aligns with your career aspirations, email your updated CV to abhishek.pushkar@crescendogroup.in for a confidential discussion.
Disclaimer
Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note:We receive a high volume of applications daily, so it may not be possible to respond to every applicant. If you do not hear from us within one week, please consider your application not shortlisted. Your understanding is appreciated.
Profile Keywords:Crescendo Global, sales, business development, wealth management, customer retention, B2B sales, B2C sales, sales planning, sales effectiveness, financial products, sales strategy, relationship management, wealth advisory