Scope of the Role
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.
Job Description
1) To handle a team of Relationship Managers Investments.
2) Enhancing the engagement of High Net worth Clients through joint visits.
3) Ensuring the income target of Relationship Managers and initiating thrust on crsoss sell.
4) Monitoring the quality sales and process in the RMs portfolio.
5) Ensure the recruitment and training of the Relationship Managers.
6) Monitor the portfolio of RMs and rest assure the proper products and services are advised to the clients.
7) Track and support the Relationship Managers to acquire new clients in the affluent and super affluent segment clients.
8) Rest assure the RMs and other cross functions are strictly adhere the KYC/SEBI rules ,regulations and legislation governing the financial service industry.
9) Increase the total investments AUM of the Relalationship Managers.
10) Demonstrate comprehensive financial planning capabilities, including assessing needs, identifying opportunities, and recommending financial solutions.
Ideal Candidates
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.