Area Head - Wealth Management - BFSI

- Manage and acquire a book and also mentor a team of - Wealth- Relationship Managers.

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues across all banking and investment solutions.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development for the team.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places

- Achieve the Targets set in terms of product mix.

- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.