Regional Head - Wealth Management - Bank

Regional Head - Wealth Managemet - Mumbai, Delhi & Bangalore/Chennai

Title: Regional Head

Responsibilities:

- Increasing the client base, revenue and market share - increase the Pool & Base of UHNI, Large Self Trader clients and corporate customers.

- Manage relationships across the set of UHNI clients and Corporate investors. Ensuring effective management and retention of clients.

- Maintaining multi product focus and equally driving the Cross Sell Products to the existing and new clients. Cross Sell Investment Products to attain clients' needs and desired Profitability from Cross Sell segment.

- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP), PMS, AIFs etc.,

- Ensuring risk free and compliant business and ensuring high levels of client satisfaction.

- Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments.

Behavioral Competencies:

- Excellent interpersonal and analytical skills, an eye for detail

- Hunger/Passion to grow business, problem solving skills

- Social Intelligence

Experience:

- 10+ years Qualifications

- Post Grads preferred (Grads can also apply with relevant exp)