Regional Head - Sales - BFSI

- The Regional Head will be the business head for a Zone, managing a team of wealth managers. The Wealth Manager is the ultimate face of the business as he is going to be the final point of contact with the client.

- He would be responsible for acquiring ultra high net worth relationships and managing & retaining such relationships by delivering best standards of services.

- He would be expected to establish strong ties with them by designing & implementing their investment & financial plans and then further ensuring that they receive and execute on the - right- advice

Roles And Responsibility.

Business Development:

- The Regional Head will be responsible for handling the team of Senior Lead Counsellor, Lead Counsellor & Financial Counsellor and responsible for all matters relating to Zone / State, i.e., business development & book building in Wealth Management, motivate & drive the team towards defined Business Goals & achievement of business plans, including client & corporate acquisitions.

- Monitor individual & Team performance and take steps to improve productivity.

- Initiating various campaign / promotions/activities with the objective of business development.

- Recruitment: Play an integral part in identifying & hiring talent. The Regional head will drive this by closely working with the company's HR as well as by tapping into his/her own network of potential talent pool.

KRAs:

- Develop robust, aspirational yet achievable AUM goals & other KRAs for the wealth managers

- Market, Economy & Product Knowledge: Should be seasoned in delivering market, economy & product knowledge to HNI clients. Provide market information on Wealth Management/ Portfolio Management Service/ Portfolio Evaluation Services etc.

- Adherence to Processes: Ensure adherence to all processes laid down by the company.

- Compliance: Maintenance of statutory timings, discipline, etc. as per the guidelines and compliance. Will ensure that no mis-selling takes place in the team.