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Senior Regional Head - Wealth - Delhi - Videocon Towers - SM

Open 15d reposted 2× · 2 open copies

Summary

Leads wealth-management business development and portfolio performance in Delhi, setting targets, analyzing financials, and expanding distribution channels.

11344

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management

1. Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
2. To meet the Business/sales targets for the region on monthly, quarterly and annual basis – Volume(nos.) , MS (%) and Turnover( Rs).
3. To coordinate and ensure the collection Targets on Daily, weekly and monthly basis.
4. Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL’s team in the region.
5. Target achievement Customer satisfaction level Build client relationship internal and external."

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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