Regional Head - Wealth Management Business - Affluent

Build Wealth Management Business in the Region through Cluster Heads, Branch Heads and Relationship Managers (across all levels)

Key Responsibilities:

- Drive Branch and Relationship Managers towards achieving wealth management targets of the region

- Ensure Cross-sell of Wealth Management products on entire Affluent client base of the bank.

- Subject Matter Expert - Ensure self-positioning as a subject matter expert amongst branch managers and relationship managers

- Imbibe the concept of leadership through influence and ensure positivity at all times with all stakeholders

- Provide continuous learning and development to entire branch banking team under to region for increase mind share

- Give regular feedback to Central Relationship Banking team for improvement in product and process on a continuous basis

- For all large clients, take joint calls with branch managers to convert business and lead from the front

- Position Equitas as a best wealth management platform in front of client

- Collaborate and foster better relationships with internal stakeholders

- Review performance of relationship managers and provide regular feedback

1) It's a role of Team Management.

2) Should have a team of atleast 6 Relational Managers with an AUM of at least Rs. 75 Cr per RM.

3) Candidate having own set of Client relationships & Asset Under Management (AUM) would be preferred.

4) (S)he would be responsible for acquiring & managing HNI / UHNI relationships.

5) Recruitment and managing a team of Wealth Relationship Managers / Senior Relationship Managers.

6) The Wealth Relationship Manager will be Responsible for acquiring Privileged / Preferred clients (HNI/Ultra HNI - min AUM of Rs. 5 Cr & above clients).

7) Recruiting, training, and ensuring seamless induction to the newly joined team members and managing attrition within the team.

8) Focus Products: Mutual Funds, PMS, AIF, Structured & Debt Products.