Regional Head - Wealth Management/Investment - FinTech

- Must have 12 to 20 years of experience in PMS, Wealth Management, HNI acquisition etc via Channel Partners/Independent Financial Advisor (IFA).

In-depth domain knowledge of:

- Mutual Fund investments in detail, PMS, Insurance

- Equity Market. Current Economy

- Distribution / Channel management

- Good communication and presentation skills

- Good interpersonal skills

- Ability to work with other people well

- Willing to travel

- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio

- Acquire new customers who meet product criteria

- Regular interaction with the customer to build rapport to understand and update the profile.

- Enhance the Overall value/book size of the portfolio

- Maintain the overall quality / hygiene parameters of the portfolio

- Cross selling products of the bank based on the customer need

- Joint calls being done along with Supervisor as per defined process

- Advisory services to be offered based on the requirement in coordination with PBG.

- Attrition control of customers

- Achieving MTD and YTD Revenue Targets

- Customer Service - Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.

- Customer is informed about any regulatory or process change. Keep the customer updated on program features.

- Ensure timely customer communication on requests and concerns raised.

- Proactive complaint management through feedback from customers.

- Promoting all direct banking channels and ensuring that the customer is utilizing the same

- Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out

- Ensure smooth transition of handover/takeover of the portfolio

Educational Qualifications :

- Post graduate, preferably MBA

- CFP will be preferred

Experience Profile :

- 12-20 years' work experience in NBFC, Banks, Mutual Fund industry

Personality Traits :

- Very Good Communication Skills

- Able to drive people

- Good interpersonal skills