Contractual Role: 5 years and renewable for another 4 years at the discretion of the bank.

Last date to apply: 21/10/2026.

Age Limit: 40 to 52 Years.

Location: Mumbai.

Post-Qualification Experience:

Essential Experience:

- Minimum 15 Years of experience in managing sales team in Wealth Management / Retail Banking / AMCs.

- Out of which minimum 8 years of experience in leading a large team of Relationship Managers and Team Leads preferably in Wealth Management Firms or Asset Management Companies (AMCs).

Preferred Experience:

- Should have managed large Management Team.

- Excellent knowledge of equity products, PMS, AIF, Mutual Funds and Advisory.

- Should have exposure to CRM.

- Proven track record of high performance and leadership.

- Should have relevant work experience at a national level with large Wealth Management organisations.

- Should have managed a large team of relationship managers & Team Leads at a national level.

Job Profile:

- Defining and implementing marketing strategies for Wealth Management in line with corporate vision.

- To ensure that sales and service levels fixed for RMs are met.

- Designing, implementing and monitoring the sales and services for Wealth RMs/VP/AVP.

- Conducting individual and joint performance reviews with Circle functionaries.

- Performance measurement of RMs, coaching and mentoring the RMs and Acquisition Teams.

- Achieving desired customer satisfaction levels and ability to retain existing portfolio of the customers and achieve targeted growth.

- Liaison with other Departments and Outside Agencies to have Best in Class Technology driven Solutions.

Key Responsibility Areas (KRAs) for the Post:

1. Sales:

- Achieve the sales target for the Wealth Management Business.

- Managing the Zonal Heads and Regional Heads ensuring achievement of budgets by their RM Teams.

2. Compliance:

- Ensuring compliance of guidelines, systems & procedures are followed by the Relationship Managers team.

- Ensure all customer instructions are executed on the same day.

- Ensure the teams have necessary certification to comply with SEBI/IRDA instruction.

3. Training and Development:

- Ensure all Sales teams are properly trained and arrange for Investment seminars to spread financial awareness.

- Arranging Customer Meets and launching Campaigns.

- Ensuring Customer Satisfaction.

4. Knowledge sharing:

- Arranging investment session/ meeting.

- Any other matter, as may be entrusted by the Bank from time to time.