Cluster Head - Wealth Management Segment - BFS

Cluster Head wealth

SECTION 2: PURPOSE OF ROLE

- In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required

- Execute business plans for the Wealth Management segment

- Drive the continuous improvement of sales processes constantly making them more customer friendly and efficient.

- Hire and train associates with a focus on offering multi products.

- Drive and monitor sales through the team. Motivating the team through regular frontline contact

- Manage a team of private wealth Relationship Managers

- Effectively communicate sales targets and plans to achieve the same to the team

- Identify the training needs of the team and train them on the same

- Continuously motivate the team

- Implement sales strategies to drive growth in business volumes through customer acquisitions

- Achieve self & team's targets

- Identify market opportunities to acquire customers

- Optimally allocate resources, achieve his/her personal & team's sales targets

- Looking for candidates with experience in private wealth / wealth management