- Handling a team of Team Leaders/Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
- Maintaining profitability targets by ensuring good IRR and cross sell
- Identifying streams for revenue growth & developing business plans to build consumer preference
- Responsible for creating a client base in by acquiring new Private Wealth / Ultra HNI Clients/ Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
- Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level
- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process
- Ensuring all performance standards are met viz. - Sales results - Business targets - Controls and compliance - People development - Sales productivity
- Ensure local banking KYC for corporate bank account is maintained and keep engaged with Sr management in the bank.
- Comply with local regulatory norms and license. Employment visa purpose and for all types of visa requirement ensure necessary signatures are provided to local PRO on timely basis.
- Ensure files are updated at all times for Ministry and Labor Audit and ensure necessary visits to labor ministry as and when required.
- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team
- As a signatory responsible for double checking and obtain necessary approvals before signing any cheque, labor contract, visa, Agreement or legal document.
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