Regional Head - Wealth Management & Relationship Banking

Position: Regional Head Wealth Management & Relationship Banking

Company: Bank

Location: Mumbai

Experience: 10 to 15 years

Reports to: National Head Wealth

Region : Maharashtra

Purpose of the role:

- 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

kumaravel
Skills HR Team