Description:

- Work Level: Senior Leadership.

- Core: Communication Skills, Team Player, Result Driven, Collaboration.

- Leadership: Allocation of Resources, Delivering Results, Coaching & development Next generation Leadership, Identify Trends.

- Industry Type: Broking Financial Services.

- Function: Zonal Sales Manager (B2C).

- Education: PG/ Master.

- Note: This is a requirement for one of the Workassist Hiring Partner.

Primary Responsibility:

- The Reional Head will be responsible for leading and growing the Wealth Management business across the entire West Bengal region.

- The role focuses on driving revenue, managing teams, expanding the client base, and strengthening the firms presence in the regional market.

Key Responsibilities:

- Own and drive the end-to-end Wealth Management business for the West Bengal zone.

- Achieve AUM, revenue, client acquisition, and profitability targets.

- Lead, mentor, and develop Relationship Managers, Branch Heads, and sales teams.

- Build and maintain strong relationships with HNI / UHNI clients.

- Be actively involved in strategic client engagements and large-ticket deal closures.

- Identify and execute regional expansion and new branch opportunities.

- Drive product penetration across Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.

- Ensure strict adherence to compliance, risk, and regulatory guidelines.

- Track market trends, competitor activity, and evolving client needs.

- Provide regular MIS, performance updates, and strategic insights to senior management.

Key Skills & Competencies:

- Strong leadership and people management capabilities.

- Excellent relationship management and negotiation skills.

- Deep understanding of wealth management products and solutions.

- Strategic thinking with strong execution focus.

- Results-driven and business-oriented mindset.

- Strong knowledge of the West Bengal market and client ecosystem.

What we are looking For:

- High energy people who understand the Wealth management space and are looking to be part of a founding team that will define the next Generation Wealth Management company.

- High empathy, low ego, strong ethics.

- Clear, jargon-free communication.

- Strong service mindset and relationship orientation.

- Comfort with CRM and technology tools.

- Long-term commitment and stability.

- Team-first attitude and willingness to learn.

What we do not want:

- Transactional attitudes, aggressive selling, job hopping, poor documentation discipline, low tech affinity.

Company Description:

- Workassist is an online recruitment and employment platform based in India, connecting job seekers and employers across various industries through e-recruitment technology.

- The platform caters to different experience levels and industries like Banking & Finance, Sales & Marketing, IT, Healthcare, and more.

- Workassist strives to provide the best opportunities for job seekers and the best talent for employers globally.

- Visit for a seamless job search experience.

- (Note: There are many more opportunities apart from this on the portal.

- Depending on the skills, you can apply for them as well).

- So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today.

- We are waiting for you!.