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Bengaluru

    Head Of Wealth Management-Karnataka Head - Bangalore City, India - upGrad

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    Description

    Key Responsibilities:
    - AMC + wealth management experience required* with team management background
    - Supervise Team Leads and oversee Relationship database
    - Generate fresh leads through references to expand the clientele
    - Conduct regular feedback and review sessions to boost business volume and acquire new clients
    - Coach and mentor sales team to attain targets
    - Develop long-term relationships with key investors for recurring business
    - Collaborate with RMs to close sales calls when necessary
    - Ensure top-notch service delivery to clients and HNI customers
    - Organize events, conferences, and product sessions to increase investor engagement
    - Facilitate smooth internal and external communication flow
    - Enhance Client Net worth and achieve sales targets through diversified product mix


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