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Opportunity for Regional Head Wealth Management & Relationship Banking

Keywords / Skills : "Wealth Management", "investment", " Mutual fund", "High Net worth", " HNI", "premium account"

10 - 20 years
Posted: 2018-04-13

Job Description
Job Description

(Min 250 characters)*

Position: Regional Head Wealth Management & Relationship Banking

(Designation DVP)

Company: Bank

Location: Chennai/ Bangalore/Hyderabad/ Coimbatore

Reports to: Head Wealth Management & Relationship Banking

Preferably From Bank

Purpose of the role:

• Build Wealth Management Business in the Region through Cluster Heads, Branch Heads and Relationship Managers (across all levels)

Key Responsibilities:

• Drive Branch and Relationship Managers towards achieving wealth management targets of the region

• Ensure Cross-sell of Wealth Management products on entire Affluent client base of the bank.

• Subject Matter Expert – Ensure self-positioning as a subject matter expert amongst branch managers and relationship managers

• Imbibe the concept of leadership through influence and ensure positivity at all times with all stakeholders

• Provide continuous learning and development to entire branch banking team under to region for increase mind share

• Give regular feedback to Central Relationship Banking team for improvement in product and process on a continuous basis

• For all large clients, take joint calls with branch managers to convert business and lead from the front

• Position Equitas as a best wealth management platform in front of client

• Collaborate and foster better relationships with internal stakeholders

• Review performance of relationship managers and provide regular feedback



About Company

We are a Ten year Old Recruitment Company based out of Chennai. We have been retained by several MNC's and Indian companies, both IT and Non-IT for their Domestic & International Recruitments to support their human capital augmentation
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