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21/04 Shweta
Director - Operations at Profacto

Views:4502 Applications:852 Rec. Actions:Recruiter Actions:291

Regional Head - Sales - BFSI (6-15 yrs)

Bangalore/Hyderabad/Mumbai/Pune Job Code: 817695

- 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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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