Team Head - Wealth We are looking for suitable candidates to join our growing team at Provitt Consultants.

If you are interested or know someone who could be a good fit, we encourage you to apply.

Required Candidate

Profile

- Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
- Candidate should have a network of existing clients and corporates with a strong relationship.
- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
- Should have excellent team management skills.
- Certification in NISM and CFP is an added advantage.
- The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team.
- Create and enforce plans that will help meet the needs of clients.
- Must be self-motivated, flexible and able to manage several jobs at one time.
- Willingness to dwell in Start-up Culture.
- Should have a laptop.

Roles and responsibilities

- Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover,



drive recent business from our existing clients for various financial services
- Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale
- Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning
- Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM• Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in organizing seminars and other business development activities Setting their team's goals and communicating them effectively.

To

Location: Corporate Office

Experience: 3-7 Years of Experience

Education

UG: Any Graduate

PG: PG Diploma - Any Specialization, MBA/PGDM - Any Specialization

Role – Head- Financial Planner

Industry Type - Financial Services

Functional Area - Sales & Business Development

Role Category – Team Management & Sales Support

📌 Team Head – Wealth Management (Dwarka)
🏢 Provitt Consultants
📍 Dwarka