City Head - Wealth - Bank

City Head Wealth

Managing a team of Affluent Relationship managers, Formulating strategic plans and drive the affluent segment business in coordination with Bank Branch Banking team and Bank's Affluent City Head, leveraging and Implementing business directions along with Bank and Affluent managers in line with organizational objectives Handling sales targets & taking sales initiatives to achieve business goals.

KEY RESPONSIBILITIES:

- Relationship Management with the Bank Circle Head, Affluent City Head & Burgundy team. Drive the sales through HNI customers and premium segment.

- Overseeing complete affluent business operations for City/State, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment

- Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank

- Periodic and Daily updates in alignment with Bank Burgundy and Affluent team, ensuring meet business Plan, drive the affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis.

- Driving the People agenda by leading the team and ensuring higher engagement of the key talents of the City/State, ensuring minimum compliance issues and retain talents.

- Implement the internal system and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.

- Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.