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Area Head
3 months ago
- Manages a team of Wealth Relationship Managers
- Leading, guiding and mentoring a team of Wealth Banking Managers
- Strategic planning and implementation to achieve business goals
- Enhancing engagement of High Net Worth Customers 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 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 teams and Branch Teams 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
Experience- 6 years and above
CTC- 30 Lacs
Need a candidate with Wealth management and team handling experience
Will look after Gujarat