Job Purpose:  - The Regional Head is responsible for directing the affairs of the wealth management division to achieve profit, growth & customer service objectives by managing their business / income budgets, sales initiatives & client acquisition & retention plans.  Principal Accountabilities:  To implement strategies for sales & brand management:   - To undertake periodic sales forecast, execute sales strategies & budgets, employ resources & coach teams to achieve them   - To envisage future business growth, devise a regional marketing strategy & allocate branch & product targets  - To map the target HNI clients in the region & establish relationships with them to maintain the pipeline funnel  - To establish L&T brand in the region by executing marketing & brand differentiation campaigns  To review client portfolio & product positioning:  - To review the customer profiles & the financial analysis / investment advice provided by various RMs  - To constantly motivate and develop the sales teams to garner business growth  - To develop schemes & prioritize sales of products  To ensure high levels of client satisfaction:  - To interact regularly with the research teams to publish high quality research analysis which can be shared with HNIs  - To motivate RMs to display highest levels of client servicing standards  - To monitor the TATs & customer servicing metrics of client servicing teams & suggest necessary actions, if any  - To encourage implementation of best systems & practices for enhancing productivity across operations  To review business performance of the region:  - To achieve defined sales targets of assigned portfolios  - To maintain projected fee income at budgeted numbers  To present regional MIS:  - To review and present periodic MIS of region-wise, client-wise & product-wise sales  - To monitor & analyze deviations of sales vs. budgets & review regional sales trends  - To perform competitive benchmarking in the region and highlight the salient points to the teams and top management  To contribute in team development and skill enhancement:  - To evaluate branch wise manpower plans & ensure effective retention through career progression & performance linked incentive structures   - To ensure that requisite product & behavioral trainings are imparted in the branches in conjunction with the HR dept  Educational Qualification:  - MBA with specialization in Marketing /Finance  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   - MBA with minimum 10 to 12 years of experience in direct selling of financial products

Mumbai

Bangalore

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

L&T Financial Services - Regional Manager - Premier Wealth Management   ,Job Description for L&T Financial Services - Regional Manager - Premier Wealth Management   in L&T Financial Services in  Mumbai Bangalore for (10-12) years of experience. Apply Now!

Job Description for L&T Financial Services - Regional Manager - Premier Wealth Management   in L&T Financial Services in  Mumbai Bangalore for (10-12) years of experience. Apply Now!