Regional Wealth Head

Regional Wealth Head

Description:

- Identify and acquire new customer for CTS and lead a team of Wealth RM.

- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.

- Daily tracking of targets & personal meeting with clients.

- To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc.

- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues.

- To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.

- To work with the retail teams in arranging worksites in the premises of Institutional clients.