National Wealth Head - Banking

- Responsible for overall P&L for Wealth Business by driving strategic direction and growth, profitability and performance.

- Mentoring and Managing team of Regional Wealth Head.

- To ensure that business objectives are met and that a clear strategy is developed and communicated.

- Designing and implementing the activities for sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction

- Maintaining healthy relationship with AMC's offering Mutual Funds, Insurance, Fixed Deposits, and Gold, GI, LI Products.

- Designing and driving portfolio mix by offering varied products and customized Portfolio Management Services.

- Execute sales strategy to increase brand presence & direct reach to customers through various initiatives.

- To track the portfolios regularly and give feedback and appraise regional team on the market developments.

- Designing client base through a proactive referral system from within the branches and also look at expanding the base.

- Serve as a dedicated single point of contact UHNWI clients and to upscale their assets under management.

- To meet the revenue targets for self & assigned team

- To continuously track market trends and customer requirements and give feedback to product team to design new products

- Review and present various business MIS to support business growth

- An analytical mind with problem-solving skills

- Strategic business development

- Excellent organizational and multitasking abilities

- A team player with leadership skills

- Team Management & Motivation.

- Client Management/ Servicing