Regional Head - Wealth Management

Job Role - Regional Head - Wealth

Location - Ahmedabad, Coimbatore, Delhi, Mumbai, Chennai & Bangalore

The Wealth management division of the client is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.

Job Objective : The Regional Head is responsible for the overall performance of their team in wealth management products in a particular area by managing their sales teams, business budgets, client acquisitions & customer satisfaction initiatives.

Responsibilities :

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

- To manage periodic MIS of region-wise, client-wise & product-wise sales

- To report sales vs. budget variations & review trends

- To work towards skill enhancement and team building

- 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 investments 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 monitor the TATs & customer servicing metrics of client servicing teams & highlight necessary actions

Must Have : The critical skill sets that this profile requires are an in-depth knowledge of all wealth management products & services, strong communication, proactiveness and high customer & target orientation.