Regional Director - Bank (10-15 yrs)

Profile : Regional Director

Location : Mumbai/Delhi/Ahmedabad/Chandigarh/ Bangalore

Job Summary :

We are seeking a highly skilled and motivated individual to join our team as a Regional Director in the Financial Services industry. As a Regional Director, you will play a crucial role in managing and growing our wealth management business in a designated region. This is an exciting opportunity for someone with a strong background in financial services and a passion for helping clients achieve their financial goals.

Roles and Responsibilities :

- Managing the team of Wealth Managers and guiding them in understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds,

- Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc.

- Managing a team of Wealth Managers who interact with clients.

- Estimating, Forecasting and tracking of Sales and Revenue numbers.

- Meeting the Revenue targets the assigned team.

- Manage the distribution of leads/resources to the team to ensure optimum manpower utilization.

- Conducting regular meeting with the team and ensuring that continuous interaction is carried among the team members and solve their problems/queries in a timely manner

- Train the team on all the products of Wealth Management.

- Responsible for business development through the acquisition of ultra high net-worth clients.

- Must ensure incremental growth of AUM and Revenue from the team mapped to them.

- Ensure regrettable attrition is under control.

Requirements:

- Team Leading Experience of minimum 10 years in Wealth Management.

- Existing book and client relationship preferable.

- In depth knowledge of various products of Wealth Management.

- Knowledge of relevant Taxation applicable to the Wealth Management.

- Good Oral and written communication Skills

- Presentable