Regional Head, PCG / Wealth

Regional Head, PCG Gujarat & Rajasthan

Location – Ahmedabad

Systematix Group with its presence across Mumbai, Delhi, Lucknow, Jaipur, Indore & Ujjain, is expanding and is seeking an experience leader to be an integral part of its Private Client Group in Ahmedabad and lead business across Gujarat & Rajasthan.

Responsibilities

• Profile involves acquiring, growing and deepening HNI / UHNI clients through effective relationship management.
• Advising HNI / UHNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing & new clients
• Handling a team of Relationship Managers/Sr. Relationship Managers and planning & achieving Sales Targets for PCG products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
• Responsible for P & L of his / her team.
• Developing and growing the MTF (Margin Trading Facility).
• Identifying streams for revenue growth & developing business plans, in consultation with the management team based in Mumbai.
• To coordinate with product and research teams located in Mumbai, to develop and market relevant products for client needs.
• Conduct performance reviews for effective monitoring and measuring of results.
• Focusing on the analysis and satisfaction of HNI Customers- financial as well as investment needs and objectives.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

Key Qualifications & Skills:

Master’s degree in Finance, Business, Economics, or a related field.

8+ years of experience in PCG / Broking / Wealth Management business.

Leadership experience with the ability to manage teams effectively.

Excellent negotiation, communication, and interpersonal skills.

Proven track record of achieving sales and revenue targets.

Interested candidates can share their cv at career@systematixgroup.in