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

Views:5313 Applications:358 Rec. Actions:Recruiter Actions:261

L&T Financial Services - Regional Manager - Premier Wealth Management (10-12 yrs)

Mumbai/Bangalore Job Code: 230865

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

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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