About the opportunity
Job Overview
<p>Area Head is responsible for managing the premium banking segment clients of the assigned territory with a team of Relationship managers ( Sr. Managers or Avp Grade RMs) . Manage the team to drive overall revenues and P&L of the assigned area.</p> <p><span style="font-size:10.5pt;">1)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">To handle a team of Relationship Managers Investments.<br></span><span style="font-size:10.5pt;">2)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Enhancing the engagement of High Net worth Clients through joint visits.<br></span><span style="font-size:10.5pt;">3)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Ensuring the income target of Relationship Managers and initiating thrust on crsoss sell.<br></span><span style="font-size:10.5pt;">4)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Monitoring the quality sales and process in the RMs portfolio.<br></span><span style="font-size:10.5pt;">5)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Ensure the recruitment and training of the Relationship Managers.<br></span><span style="font-size:10.5pt;">6)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Monitor the portfolio of RMs and rest assure the proper products and services are advised to the clients.<br></span><span style="font-size:10.5pt;">7)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Track and support the Relationship Managers to acquire new clients in the affluent and super affluent segment clients.<br></span><span style="font-size:10.5pt;">8)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Rest assure the RMs and other cross functions are strictly adhere the KYC/SEBI rules ,regulations and legislation governing the financial service industry.<br></span><span style="font-size:10.5pt;">9)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;">Increase the total investments AUM of the Relalationship Managers.<br></span><span style="font-size:10.5pt;color:rgb(34,34,34);">10)<span style="font-size:7pt;font-family:'Times New Roman';"> </span></span><span style="font-size:10.5pt;color:rgb(34,34,34);">Demonstrate comprehensive financial planning capabilities, including assessing needs, identifying opportunities, and recommending financial solutions.</span></p>
<div><span style="font-size:10.5pt;color:rgb(34,34,34);"><br></span></div> <p>Looking for Locally experience candidates with 15 plus years of experience in wealth management of premium clients and handling a unit of RMs from banks or wealth management companies.</p>