Area Manager - Premier Wealth Management  Job Purpose:  - To contribute to the business growth of the wealth management division in the designated area by efficient business planning, sales monitoring, revenue generation, team management & client relationship management.  Principal Accountabilities:  To ensure sales growth and brand promotion:   - To devise mechanisms for achieving sales and revenue targets and deploy resources accordingly   - To map the target HNI clients in the area and drive relationships with them  - To engage with the DSAs and DSTs to source newer clients and higher business  - To execute marketing & brand differentiation campaigns  To analyze client portfolio & product positioning:  - To analyze the customer profiles & the financial analysis / investment advice provided by various RMs and provide feedback  - To effectively deploy schemes & prioritize sales  To monitor service standards and metrics of client satisfaction:  - To keep abreast with the research generated internally and ensure that they are shared with the HNIs; also pass feedback of customer requirements to the research team  - To ensure RMs display highest levels of client servicing standards  - To monitor the TATs & customer servicing metrics of client servicing teams & highlight necessary actions if any  To meet the budgeted targets and monitor them:  - To achieve defined sales targets of assigned portfolios and analyze performance periodically  - To constantly focus on fee generating service offerings to meet the projected fee income  To review area level MIS:  - To prepare periodic MIS of region-wise, client-wise & product-wise sales  - To report sales vs. budget variations & review trends  To work towards skill enhancement and team building:  - To ensure ongoing self development and attend trainings & certifications that enhance the skills in the wealth management services  - To enable retention through planned recruitment, career progression & performance linked incentives  Educational Qualification:  - MBA with specialization in Marketing /Finance  - Chartered Accountant (CA)  Functional & Behavioral Skills:  - The critical skill sets that this profile requires are an in-depth knowledge of all wealth management products & services, strong communication, pro-activeness and high customer & target orientation.  Relevant & total years of Experience:  - Chartered Accountant or an MBA with minimum 5 to 8 years of experience in direct selling of financial products

Delhi NCR

Bangalore

Pune

L&T Financial Services - Area Manager - Premier Wealth Management  

L&T Financial Services - Area Manager - Premier Wealth Management   ,Job Description for L&T Financial Services - Area Manager - Premier Wealth Management   in L&T Financial Services in  Delhi NCR Bangalore Pune for (5-8) years of experience. Apply Now!

Job Description for L&T Financial Services - Area Manager - Premier Wealth Management   in L&T Financial Services in  Delhi NCR Bangalore Pune for (5-8) years of experience. Apply Now!