COMPANY:
A leading and respected financial services company, highly successful,
a leader in its area of focus, with a fast rate of growth, with around
1500 employees and an all India presence, and an envied track record
of innovation, recognised internationally, based on strong
fundamentals, which has led to tremendous results in the marketplace.
The company is seeking a head of its Private Client Group (PCG), to be
designated as a VP/Sr.VP to be based in Mumbai. It is an exciting
opportunity for a top- of-the-line wealth management professional to
build a business, in an empowering environment.
POSITION DECRIPTION:
The individual will lead the Private Client Group, a key focus area
for the company and drive its national expansion. Will be responsible
for enhancing the company's market share in the top end of the market
by targeting HNW Individuals for equity & derivatives, Portfolio
Management Services, third party products such as mutual funds, IPOs.
Will manage and set up the business expansion through branches in
metro and mini metros across the country. Will mastermind all business
generating activities to be undertaken: hiring teams, managing product
launches, process standards, overall channel productivity Will design
the value proposition ? the products, pricing, customer service and
delivery such that the target audience finds it attractive and
competitive. Work with cross-functional teams on a consistent basis to
deliver services to customers and manage complex growth issues.
DESIRED PROFILE:
MBA/ CA. Minimum overall 12 years experience in financial services
(Banking, PMS, Broking) out of which the most recent assignment must
involve dealing with Private Clients for minimum 2 years. High degree
of familiarity with equity desirable. Should possess the ability to
create confidence in HNI clients, devise innovative product and
service offerings. Should have had held profit center responsibility
(division/branch) and have led a team of seasoned private banking
professionals. Must be a natural leader and an effective team player,
with strong interpersonal skills. High degree of personal savviness,
energy, great attention to detail, ability to prioritize and meet
aggressive business targets.
Compensation: Not a limiting factor, in line with the market, with
strong performance pay as well.
Send CV as a Word Document attachment, to mail@plum-postings.co.in.
Subject line: Head PCG.
Thanks for reading.
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