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25/06 Nikita Joshi
Talent Acquisition at L&T Financial Services

Views:4634 Applications:286 Rec. Actions:Recruiter Actions:213

L&T Financial Services - Area Manager - Premier Wealth Management (5-8 yrs)

Delhi/NCR/Bangalore/Pune Job Code: 230864

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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