Zonal Head – Delhi

Company: Aditya Birla Group

Location: Delhi
Job Type: Full-time
More About Job:

Job Description:

The wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products,company fixed deposits & Equity & Lending Assets

The key challenges & deliverable of this job are

  • · Hiring & developing the relevant set and number of Portfolio Managers, Regional Heads & other personnel across the respective zone in conjunction with the Head Office Management Team.
  • · Develop & execute strategies that are being driven across the country plus specialised strategies to suit the local geographies for adequate number of qualified new client acquisitions.
  • · Wallet share of the clients to ensure that the business (AUM) is grown in line with the relevant P & B.
  • · Revenue accruals to ensure the budgets are met and the Zone’s profitability is achieved.
  • · Take full responsibility for compliance & service standards for all clients & staff in the respective Zone.

The main challenges faced by this profile include increasing the market share amidst stiff competition, motivating the channel to promote research backed products, ensuring high levels of client satisfaction, controlling all the operational requirements of the zone & effective cost management. The critical skill sets that this profile requires are excellent analytical, communication & presentation skills, a strong industry network and an ability to resource new business with a strategic vision to interpret market trends & high target & customer service orientation

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