Regional Head

3 weeks ago

Kolkata, West Bengal, India Emkay Wealth Management Full time
Job Description :

- To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.
- Strategies to achieve a balance of revenue streams through sale of MF /PMS which will build a steady annuity flow and through all other asset class.
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition.
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
- Manage Private Wealth, PMS and AIF fund related queries.
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long-term sales strategies for the WM business in line with the overall strategic goals of the organization for the region.
- Ensure discipline of asset allocation
- Continuous learning, to be better equipped than our competitors.
- Financial Planning (FP) and Portfolio Services
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
- Execution of transactions post FP and on periodical basis
- Responsible for Individual and Team Revenue generation
- Build AUA
- Team Management
- To continuously scan the competition/market and report on emerging trends or any new development or Business Opportunities for Wealth Management.

Organizational Relationships :

- Works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectives

Skills :

- Team Management Skills
- Collaboration
- Excellent networking and communication skills
- Self-motivated and passionate about financial markets
- Keeps track of trends in the financial services industry

Qualification :

- MBA with specialisation in Marketing / Finance, CA
- Minimum of 10 To 15+ years of experience
- Must have operated in the Region for the last 5 Plus Years

Competencies :

- Lives the company values.
- Business Awareness & Market Knowledge
- Customer Centricity
- People Connect
- Result Orientation
- Networking Ability

  • Regional Manager

    1 day ago

    Kolkata, West Bengal, India Max Life Insurance Full time

    Job DescriptionJob SummaryThe Regional Training Manager is responsible for overseeing and managing the design, development, and execution of training programs within a specific region. This role focuses on enhancing the skills and performance of employees, agents, and other stakeholders by aligning training initiatives with regional business goals. The...

  • zonal sales head

    14 hours ago

    Kolkata, West Bengal, India Randstad Full time

    Zonal Sales Head Location - Kolkata •Graduate/ PGDM (Desirable)•7-8 years of experience in sales, of which at least 2-3 years should be as a regional sales manager •Should have experience of managing a team of at least 3-4 people across geographies•Experience in IVF sales for an IVF chain, Pharmaceutical company that deals with OBGYN doctors / IVF...

  • Regional Head

    3 weeks ago

    Kolkata, West Bengal, India DSP Eminence Consulting Services Full time

    Job Responsibilities:- Responsible to meet the both topline and bottom line business budgets for the state- Driving Annual business numbers and making sure all the branches achieve the yearly targets. Ability to identify new markets for new branch introductions and grow the network- Ensure the Manpower budgets are fulfilled and attrition is within...

  • Regional Sales Manager

    3 days ago

    Kolkata, West Bengal, India QIMA Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionThe QIMA and EFRAC Story At QIMA, our Food Division is dedicated to helping every member of the global food supply chain ensure the safety and quality of food products, as well as safe working conditions and sustainable practices. With inspections, audits and certifications, we support food growers, producers and retailers, as well as...

  • Regional Sales Manager

    2 days ago

    Kolkata, West Bengal, India QIMA Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionThe QIMA and EFRAC Story At QIMA, our Food Division is dedicated to helping every member of the global food supply chain ensure the safety and quality of food products, as well as safe working conditions and sustainable practices. With inspections, audits and certifications, we support food growers, producers and retailers, as well as...

  • Certification Sales Head

    1 day ago

    Kolkata, West Bengal, India Right Advisors Private Limited Full time

    "Please note that the budget for this position is a maximum of 25 LPA. We kindly request candidates with higher CTC expectations not to apply."JOB DESCRIPTIONWe are seeking a seasoned and target-oriented Certification Sales Head to lead our certification business across India. The ideal candidate should have a minimum of 15 years of experience in...

  • High Salary Head

    4 weeks ago

    Kolkata, West Bengal, India Mnrsolutions Full time

    Hiring for Banking Head Rural Sales for Financial Service Company - Location - Kolkata - Exp- 12 Years 5 Years in Leadership Role Roles Responsibilities - The Head of Rural Banking Sales is responsible for developing implementing and overseeing the sales strategy to expand banking products and services in rural areas - This role will lead a team...

  • Zonal Head Bancassurance

    4 weeks ago

    Kolkata, West Bengal, India RBG HR Services LLP Full time

    ```htmlAbout the CompanyLeading Life Insurance Co.About the RoleCandidate will be responsible for managing bancassurance partnership with one of the largest banks in India.Responsibilities- Manager Team of Regional Sales Managers & Area Sales Managers & Relationship Managers with the objective of Achievement of NBP budgets and Product mix.Qualifications- 15...

  • Senior Relationship Manager

    4 weeks ago

    Kolkata, West Bengal, India Peoplemint Consultants Full time

    Hiring for " SENIOR RELATIONSHIP MANGER-MMG " in a leading Bank.Department : Corporate/Commercial BankingLocation -Kolkata / BangaloreReports to : Regional Head / MMG HeadGrade - SM /AVP /DVPExperience -5 plus in Large CorporatesJob Description :Manage and deepen relationships with large corporate clients (turnover > ₹1000 Cr).Source and structure complex...

  • Hiring For Branch Manager in Agency

    4 weeks ago

    Kolkata, West Bengal, India Bajaj Allianz Full time

    Job Description- Responsible for quality team development and playing an important role in expanding the market- Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS.- Productivity & Activation: To manage productivity and activation of the Head Agency Sales Associate Regional Head Chief Branch Manager 2 Advisors...