Eastern India Team Head- Private Wealth

14 hours ago

Kolkata, West Bengal, India Green Lane Talent Management Full time ₹ 15,00,000 - ₹ 30,00,000 per year

Private Banking Team Head - Eastern India

Location:
Kolkata, India

Job Overview:

We are seeking an experienced and dynamic Private Banking Team Head to establish and lead our private banking operations in Eastern India. The successful candidate will be responsible for building a high-performing team from scratch, developing strategic client relationships, and driving the growth of our private banking services.

Key Responsibilities:

  • Team Development:
    Build and manage a high-performing private banking team, including hiring, training, and mentoring staff to ensure top-tier client service and compliance with regulatory standards.
  • Client Relationship Management:
    Develop and maintain strong relationships with high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), and their families.
  • Strategic Planning:
    Formulate and implement strategies to increase the market share of private banking services in Eastern India, ensuring alignment with overall organizational goals.
  • Product Development:
    Collaborate with product teams to enhance private banking offerings tailored to the needs of HNW and UHNW clients.
  • Sales and Revenue Growth:
    Drive sales initiatives, create and implement sales plans, and track performance metrics to ensure revenue targets are met or exceeded.
  • Risk Management:
    Oversee compliance with regulatory requirements and internal policies to mitigate risks associated with private banking operations.
  • Market Analysis:
    Stay abreast of market trends and competitor activities to identify opportunities for growth and innovation in private banking services.

Qualifications
:

  • Bachelor's degree in Finance, Business Administration, or a related field. MBA or relevant professional qualifications (CFA, CFP) are preferred.
  • Minimum 10 years of experience in private banking, wealth management, or related financial services, with at least 5 years in a leadership role.

Skills:

  • Proven track record in building and leading high-performing teams.
  • Strong business acumen and strategic thinking abilities.
  • Exceptional interpersonal and communication skills to effectively engage with clients and stakeholders.
  • Deep understanding of investment products, financial planning, and estate planning.
  • Willingness to travel within the region as needed.

What We Offer:

  • Competitive salary and performance-based incentives.
  • Opportunities for continuous professional development and growth.
  • A collaborative and inclusive work environment.
  • Access to a wide range of financial products and services.

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