Regional Director - Wealth Management

Regional Director - Wealth Management

Job Description:

- Managing a team of Wealth Managers who interact with clients.

- Estimating, Forecasting and tracking of Sales and Revenue numbers.

- Meeting the Revenue targets the assigned team.

- Manage the distribution of leads/resources to the team to ensure optimum manpower utilization.

- Conducting regular meeting with the team and ensuring that continuous interaction is carried among the team members and solve their problems/queries in a timely manner

- Train the team on all the products of Wealth Management.

- Responsible for business development through the acquisition of ultra high net-worth clients.

- Must ensure incremental growth of AUM and Revenue from the team mapped to them.

- Ensure regrettable attrition is under control.

Skills :

- Team Leading Experience of minimum 8 years in Wealth Management.

- Existing book and client relationship preferable.

- In depth knowledge of various products of Wealth Management.

- Knowledge of relevant Taxation applicable to the Wealth Management.

- Good Oral and written communication Skills