Job Overview
Scope of the Role
Responsible for managing and driving wealth management business across multiple branches within the assigned region. Lead, guide, and develop branch-level wealth teams, drive revenue growth, strengthen customer relationships, and ensure achievement of business targets through effective team management and product penetration.
Job Description
1. Manage and supervise wealth management teams across multiple branches in the assigned region. 2. Drive regional business growth through effective team leadership and performance management. 3.Monitor branch-wise business performance, revenue generation, and achievement of targets. 4.Guide Relationship Managers and Wealth Managers in acquiring, managing, and retaining high-net-worth clients. 5.Ensure effective distribution of wealth management products, including Mutual Funds, PMS, AIF, Bonds, Equities, Insurance, and other investment products. 6.Provide coaching, training, and product knowledge support to branch teams. 7.Develop strategies to improve customer acquisition, portfolio growth, and client engagement. 8.Conduct regular branch visits and review team performance. 9.Ensure compliance with regulatory guidelines and internal policies.
Ideal Candidate
Experience in Wealth Management, Financial Services, or Banking. Strong experience in managing and leading teams across multiple branches. Proven track record in regional business development and target achievement. Good knowledge of wealth management and investment products. Strong leadership, team management, communication, and business development skills.