Regional Head - Wealth/Allied/Broking - BFS

- To ensure that the assigned Regions/ Business Partners in the zones achieve revenue targets.

- To promote cross selling culture and add value to the relationships at the branches.

- To promote wealth products viz. Mutual Funds, Insurance & allied products via Business Partners network.

- To co-ordinate and handle Zonal administration and be hands on relating to local Regions/ Business Partners issues.

- To ensure overall profitability of zones including the branches and franchisees across all products.

- Client profiling support and offering of different products to different profiles at Regions/ Business Partners is important.

- To constantly engage with franchisees attached to the zone to generate business.

- To involve in the overall zone in terms of recruitment, train the staff to manage them, to meet their targets and restructure the non performing branch/team member. Ensure the region is suitably manned and a culture of service is developed. Manage attrition at desirable levels.

- To ensure that all Regions/ Business Partners establish all statutory and business processes and comply with Company code of conduct.

- To help BMs to implement process to identify Business Partner/customer needs, assessing their risk appetite providing them investment options and ensuring highest level of service to the customer

- To monitor all complaints and ensure adherence to solution within 24 hours and appropriately escalate where ever required.

- Branch teams to work as a team and achieve group goals

DESIRED SKILLS -

- Good Communication and Leadership skill

- General Management

- Service & Advisory Background desired

- Sales and Online Marketing Background

- New Market Development

- P&L

- Business Development

- Strategic Planning

- Key Account Management

- Team Management