Area Head - Signature Banking

Education : MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent

AMFI / NISM certified

- Experience : 5 - 6 years- work experience in High Net worth Client Handling & Acquisition

- Experience in managing teams will be preferred

Key Skills :

- Sales Management, Strong interpersonal and communication skills - English &Vernacular

- Exceptional leadership and team management skills

- Good networking skills - ability to start relationships and guild rapport

- Ability to plan and deliver business goals

- Experience in financial services - good knowledge of wealth management, TPP, Assets domain

- Process Orientations - self-discipline to adhere to laid down processes

- Have High integrity and professional values

- Have passion for selling and entrepreneurial orientation

Key Roles :

- Manages a team of Signature Banking Relationship Managers

- Leading, guiding and mentoring team of Signature Banking Managers

- Strategic planning and implementation to achieve business goals

- Enhancing engagement of High Net Worth Customer through joint calls with RMs

- Ensuring team focus and consistent delivery across all products as per defined vectors - Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade Forex

- Monitoring & reviewing Relationship Manager's Portfolio quality and hygiene metrics

- Achievement of Relationship Manager Targets

- Effectively manage and motivate team

- Hiring and retaining of competent team members

- Portfolio analysis with RMs and alignment with client needs

- Ensuring 360- client engagement - - Total Client Ownership-

- Working closely with other Business Units, Regional level sales team and Branch Team to leverage Cross-sell opportunities

- Ensuring adherence to Compliance processes and guidelines

- Coordination with other departments to ensure an enabling work environment and infrastructure for the team

- Performance evaluation of RM Team in consultation with other stakeholders Bonus /Incentives : Candidate will be on Incentives

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