Area Manager - Wealth Management - Bank

Area Manager-Wealth Management

About Our Client:

Our client is a leading wealth management company with a strong presence in the market. They provide comprehensive wealth solutions, asset management, institutional securities, and capital market advisory services. With a commitment to prioritizing client needs, they strive to deliver exceptional outcomes at every stage of their clients' journey.

Designation: Area Manager

Location: Pune

About the Role:

This is a full time on site role for Area manager. The area manager will be responsible for handling the team of senior RM's . The role will involve , setting and achieving sales targets, executing events for corporates and HNI clients to create product awareness and knowledge , ensuring compliance with company policies and procedures and developing and implementing strategies to improve customer satisfaction and business growth.

Roles and Responsibilities:

Team Management:

- Supervise and lead a team of senior Relationship Managers (RMs) within the wealth management division.

- Provide guidance, mentorship, and support to ensure the team achieves its goals effectively.

Sales Target Achievement:

- Set ambitious yet achievable sales targets for the team, aligned with organizational objectives.

- Monitor performance closely and implement strategies to drive sales and exceed targets.

Event Execution:

- Plan and execute events tailored for corporates and High Net Worth Individual (HNI) clients.

- Utilize events to enhance product awareness, knowledge, and client engagement.

Compliance:

- Ensure strict adherence to company policies and regulatory procedures within the wealth management division.

- Uphold high standards of compliance and integrity in all activities and transactions.

Strategy Development:

- Develop and implement strategies to enhance customer satisfaction and foster business growth.

- Analyze market trends, client feedback, and performance metrics to inform strategic decision-making.

Relationship Management:

- Cultivate and maintain strong relationships with key clients, stakeholders, and partners.

- Address client concerns promptly and proactively identify opportunities to add value to client relationships.

Performance Analysis:

- Utilize data analysis techniques to evaluate team performance, identify areas for improvement, and make informed decisions.

- Regularly review sales metrics, event outcomes, and compliance reports to assess overall performance and effectiveness.

Continuous Improvement:

- Drive a culture of continuous improvement within the team, encouraging innovation and best practices.

- Identify training needs and opportunities for skill development to enhance team capabilities.

Requirement and Qualification:

- Strong leadership and team management skills

- Excellent communication and interpersonal skills

- Proven experience in sales and business development

- Knowledge on financial products and services

- Ability to analyze data and make informed decision

- Good problem solving and decision making skills

- Masters degree in Business Administration or related field with team management experience