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Regional Head - Wealth Management - Bank (7-15 yrs)

7-15 years

Regional Head - Wealth Management - Bank (7-15 yrs)

Rislent

posted 18d ago

Job Role Insights

Job Description

Role:

This position is for a Regional Head - Wealth Management for a leading and reputed Wealth Management firm focusing on advising Affluent and HNI customers on their investment's needs across wealth products through unbiased advisory.

Responsibilities:

- To manage the region profitability by constantly endeavouring to increase market share and revenue. Ensuring optimal productivity and costs management.

- Achieving & exceeding Business goals and targets. Decide and implement region specific innovative strategies to meet business targets and goals.

- Managing Healthy Team of RMs for the entire Ahmedabad/Chennai region. Recruiting and retaining high performers.

- To mentor and monitor the performance and learning development of Relationship Managers.

- Responsible for managing and deepening existing clients' relationships and setting up strategies to do focused acquisition of new clients in the segment.

- Creating a strong & compliant business culture to drive acquisitions, profitability and a strong input driven Sales process.

- Give regular feedback for improvement in product and process on a continuous basis for all large clients, take joint calls with team to convert business and lead from the front.

Qualifications: MBA

Required Experience: Min 7+ years relevant experience in Banking and Wealth domain


Functional Areas: Sales

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