Regional Wealth Head - Bank

Regional Wealth Head - Individual Role

- RWH has to work closely with KAM/RM/NR-RM & various teams within the bank and provide inputs on interest rate and other macro-economic factors.

- Share & undertake research using various tools such as Bloomberg, Reuters, CRISIL Research, ICRA, Capitaline etc.

- Interact with external global and local fund managers, market counterparties to construct views and assess investment strategies.

Overall Job Description:

- RWH typically caters to top 30% of RM's client base

- RWH role is to understand client's risk appetite and needs of client. Due to better understanding of markets & products, RWH helps RM provide appropriate solutions.

- RWH helps drive business / sales on monthly based on discussion with RMs.

- RWH works closely with the product team to understand various product offerings and how it can be positioned in client portfolios.

- Regular client / prospect meeting incl. corporates.

- Preparing holistic portfolio analytics presentation for clients / prospects.

- Preparing customized plans which include Investment Plans, Retirement Plans etc

- Role is to do farming ie increasing wallet share by providing value add with clients.

Desired Behavioral / Functional Traits:

- Good networking skills.

- Ability to scout for new avenues.

- Takes complete ownership of clients.

- Ability to work in team, and support the stakeholders at all given point of times.

- Excellent communication skills.