Regional Head - Wealth

Regional Head - Wealth

Key Result Areas:

- To meet the budgeted targets and monitor them - To achieve defined sales targets of assigned portfolios and analyze performance periodically

- To constantly focus on fee generating service offerings to meet the projected fee income

- To review area level MIS - To prepare periodic MIS of region-wise, clientwise & product-wise sales

- To report sales vs. budget variations & review trends

- To work towards skill enhancement and team building - To ensure ongoing self development and attend trainings & certifications that enhance the skills in the wealth management services

- To enable retention through planned recruitment, career progression & performance linked incentives

- To analyze client portfolio & product positioning - To analyze the customer profiles & the financial analysis / investment advice provided by various RMs and provide feedback

- To effectively recommend that are relevant to clients.

- To monitor service standards and metrics of client satisfaction

- To keep abreast with the research generated internally and ensure that they are shared with the HNIs; also pass feedback of customer requirements to the research team

- To ensure PMs display highest levels of client servicing standards

- To monitor the TATs & customer servicing metrics of client servicing teams & highlight necessary actions if any