Regional Head

4 weeks ago


India APAC Michael Page Full time

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.

Client Details

A brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge to identify the right mix of Fund Managers across asset classes to ensure you have a winning portfolio. "The more we know, the more you win" hence our relationship managers are empowered with the science and art of investing. In addition, you also experience new insights and ideas on wealth creation through our exclusive knowledge events. As of September 2023, we manage the wealth needs of over 5,890 HNI families through a 220+ member team across fifteen cities with assets under advisory of over Rs. 73,400 Crores.*

Description

Principal Responsibilities

  • Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships
  • Manage a team of senior RMs catering to UHNI clients
  • Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
  • Use tools, information, and delivery channels effectively to deliver the highest levels of client service
  • Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group
  • Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
  • Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
  • Identify opportunities, to refer business to other business units
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
  • Collaborate with the wider team to deliver the performance measures and plan to support the multi channel client journey
  • Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.
  • Adhere to selling process and sales quality requirements

Profile

Requirements

  • Bachelor's degree with 12+ years of relevant experience
  • Minimum 10 years proven and progressive financial services and/or retail sales experience or equivalent
  • Evidence of strong sales results in insurance and investment products
  • Relationship management experience with high net worth clients
  • Strong technical skills in wealth management
  • Strong communication, client focus and influencing skills
  • Strong sales orientation, networking and portfolio management skills
  • Sound knowledge of financial services products and services and the client relationship management system

Job Offer

You experience new insights and ideas on wealth creation through our exclusive knowledge events. As of September 2023, we manage the wealth needs of over 5,890 HNI families through a 220+ member team across fifteen cities with assets under advisory of over Rs. 73,400 Crores.*

Page Group India is acting as an Employment Agency in relation to this vacancy.


  • Regional Head

    1 month ago


    india Unacademy Full time

    About the Job:- As a Regional Head , you will be responsible for overseeing and managing the operations and performance of a specific geographic region. Your role will involve developing and executing regional strategies, leading a team, and achieving key business objectives within your assigned area. Key Responsibilities: Regional Strategy: Develop and...


  • india More Retail Private Limited Full time

    About More Retail Private Ltd (MRPL) MRPL is one of India's largest and fastest-growing Omni Channel Food & Grocery retailers. MRPL is committed to building India's most customer-obsessed business with the world's best omnichannel food and grocery experience and all of this on a massive scale. Purpose of the role Regional Operations Head is a critical role...

  • Head of SME Banking

    2 months ago


    india Agensi Pekerjaan BTC Sdn Bhd Full time

    Job Description Open Position: Head of SME Banking (Central Region)  One of the largest Banks in Malaysia is looking for Head of SME Banking to join the team and lead the Cetntral Region SME Banking Department. Key responsibilities include: Develop and lead the implementation of the SME Segment strategy in line with the overall Banking Strategy; to ensure...

  • Regional Sales Head

    1 month ago


    india Baramati Agro Ltd Full time

    Subject / Position: Regional Head (Poultry Feed Sales) Location: HQ – Bihar Experience : 10+ Years Salary : Depend on candidate caliber Job Description New Business Development the market, the retail outlets. business potential & opportunities. business and increase market share. budgeted targets. Client Retention Introduce new products and...


  • India MVC Resources Full time

    Job Description Company Overview We are a well-established regional wide digital commerce company at the forefront of the online products and payment industry, committed to revolutionizing the way people transact online. Our innovative solutions empower businesses and consumers alike, providing secure, seamless, and convenient payment experiences. As a...


  • india MVC Resources Full time

    Job Description Company Overview We are a well-established regional wide digital commerce company at the forefront of the online products and payment industry, committed to revolutionizing the way people transact online. Our innovative solutions empower businesses and consumers alike, providing secure, seamless, and convenient payment experiences. As a...


  • india Anand Rathi Share and Stock Brokers Ltd Full time

    Manpower Planning, managing end to end recruitment for ROM Region. Recruitment of RMs, Dealers, Sales Managers, Branch Managers, Cluster Head and other selective senior profiles in co-ordination with the respective reporting heads and HO team. Managing the complete HR operations for the region and fulfilling the HR statutory compliances as required. Employee...

  • Store Head

    1 month ago


    india Design Cafe Full time

    Experience : 8 to 12 years Modular Interior Experience is a must or Should be from retail sales background with experience of managing a store. Address:Plot No. - 1, Salt lake, LA Block, Sector III, Bidhannagar, Kolkata, West Bengal 700098 Store Head reports to the Business Head -Region. This is a senior manager level role, spearheading multiple Store...

  • Country Head

    1 week ago


    India Star Vision Placement Full time

    AddThis Sharing ButtonsShare to FacebookFacebookShare to TwitterTwitterShare to LinkedInLinkedInShare to PinterestPinterestShare to MoreAddThis RSS Feed Country Managers Work Within Growing Industries Experiencing Global Expansion. They Manage all Operations in a Particular Region, Including Recruitment, Budgets, Planning, and Submitting Reports. Country...

  • Country Head

    2 months ago


    india Star Vision Placement Full time

    AddThis Sharing ButtonsShare to FacebookFacebookShare to TwitterTwitterShare to LinkedInLinkedInShare to PinterestPinterestShare to MoreAddThis RSS Feed Country Managers Work Within Growing Industries Experiencing Global Expansion. They Manage all Operations in a Particular Region, Including Recruitment, Budgets, Planning, and Submitting Reports. Country...

  • Country Head

    3 weeks ago


    india Star Vision Placement Full time

    AddThis Sharing ButtonsShare to FacebookFacebookShare to TwitterTwitterShare to LinkedInLinkedInShare to PinterestPinterestShare to MoreAddThis RSS Feed Country Managers Work Within Growing Industries Experiencing Global Expansion. They Manage all Operations in a Particular Region, Including Recruitment, Budgets, Planning, and Submitting Reports. Country...


  • india FMCG COMPANY Full time

    About the role: As a RCSM, you will design and implement top-tier sales systems and processes, develop robust channel infrastructure, and lead innovative channel development programs. Your role will enhance the capabilities of our sales teams, ensuring organization remains a leader in the industry. You will report to the Head of Sales Development and the...

  • Regional EHS Head

    1 month ago


    india SUN PHARMA Full time

    Role : Regional EHS Head (API) (2 roles) Grade : General Manager Location : Dewas Job Purpose : Provides strategic direction and leadership for Sun Pharma API Safety, Health and Environment Teams and other EHS initiatives . Primary responsibilities includes : Responsibilities : Identify, assess, and oversee compliance with legal requirements related...

  • Head of SME Banking

    1 week ago


    India Agensi Pekerjaan BTC Sdn Bhd Full time

    Job Description Open Position: Head of SME Banking (Central Region) One of the largest Banks in Malaysia is looking for Head of SME Banking to join the team and lead the Cetntral Region SME Banking Department.Key responsibilities include: Develop and lead the implementation of the SME Segment strategy in line with the overall Banking Strategy; to ensure...


  • india Agensi Pekerjaan BTC Sdn Bhd Full time

    Job Description Open position: Manager, Healthcare Operations (Central Region) A Healthcare Consulting Industry is currently hiring for Manager, Healthcare Operations to manage the Central Region department and be based in the Kuala Lumpur office.Key responsibilities and requirements include: Good working experience within hospitals, manufacturing or...


  • india Agensi Pekerjaan BTC Sdn Bhd Full time

    Job Description Open position: Manager, Healthcare Operations (Central Region) A Healthcare Consulting Industry is currently hiring for Manager, Healthcare Operations to manage the Central Region department and be based in the Kuala Lumpur office.Key responsibilities and requirements include: Good working experience within hospitals, manufacturing or...

  • Head of Sales UK

    1 week ago


    India On Target Recruitment Ltd Full time

    The Job ​​​​​​​The Company: Supplier of high-quality standard & modified gearboxes. Worldwide sales. Growing company with progression opportunities. Offices on all continents. The Role of the Head of Sales Overseeing the sales operations, selling Geared Motors, Gearboxes, Couplings etc. Managing the regional sales team. ...

  • Head of Policy

    3 weeks ago


    India WhiteSlips Job Management Consultants Full time

    Operate as a FCRC Central Function Lead - India, managing the some of the critical central functions operating under QA and EMG processes under FCRC in India. Working closely with the FCR KYC QA Global RTB Head by providing support on the capacity planning and monitoring adherence to the plan Expand the capacity planning process in-line with KYC QA model,...

  • Head of Policy

    3 weeks ago


    India WhiteSlips Job Management Consultants Full time

    Operate as a FCRC Central Function Lead - India, managing the some of the critical central functions operating under QA and EMG processes under FCRC in India.Working closely with the FCR KYC QA Global RTB Head by providing support on the capacity planning and monitoring adherence to the planExpand the capacity planning process in-line with KYC QA model,...

  • Head of Policy

    3 weeks ago


    India WhiteSlips Job Management Consultants Full time

    Operate as a FCRC Central Function Lead - India, managing the some of the critical central functions operating under QA and EMG processes under FCRC in India.Working closely with the FCR KYC QA Global RTB Head by providing support on the capacity planning and monitoring adherence to the planExpand the capacity planning process in-line with KYC QA model,...