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Head of PCG - Client Acquisition - for a Leading Stock Broking Company - Mumbai

10.00 to 20.00 Years   Mumbai City   08 Jul, 2024
RightMatch HR Services Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryInvestment Banking / Venture Capital / Private Equity
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Company - A Leading Stock Broking CompanyProfile - Head of PCG - Client Acquisition - Private Client Group role Location - MumbaiBroad Responsibilities Overview: The Head of PCG is responsible for generating wealth business through effective wealth sales strategies, managing profitability, and overseeing a team of professionals. The ideal candidate will have a strong background in wealth sales, with significant experience handling HNI and UHNI clients. This role requires a dynamic leader who can drive business growth, manage a high-performing team, and ensure profitability.Key Responsibilities: 1. Wealth Sales: - Develop and implement strategies to drive wealth sales and grow the business. - Maintain and expand the book size of HNI and UHNI clients. - Offer a comprehensive range of wealth products to meet client needs. - Ensure high levels of client satisfaction and retention through personalized service and strategic financial advice. 2. Profitability Management: - Monitor and manage the profitability of the wealth management division. - Develop and execute plans to optimize revenue and control costs. - Analyze market trends and competitor activities to identify opportunities and threats. 3. Team Management: - Lead, mentor, and develop a team of wealth management professionals. - Set performance goals, monitor progress, and provide regular feedback. Ideal candidate:
    • Industry 10 - 20 years in Wealth Sales
    • Education Full Time Graduate / Post Graduate
    • Proven experience in wealth sales with a focus on HNI and UHNI clients.
    • Strong leadership and team management skills.
    • In-depth knowledge of wealth management products and services.
    For any further queries kindly feel free to contactharshita@rightmatch.co.in/ hidden_mobile.

Keyskills :
business developmenthni acquisitionclient acquisitionpcg

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