Team Lead - Wealth Management - Bank

This is regarding job opening with one of the leading bank for the position of Head wealth Management- Team Lead.

Job Purpose :

Ensure focus on B2B B2C acquisition, targeted approach to specific client segments.

Skills Required :

- Market knowledge of Retail Banking or Consumer Banking or Branch Banking

Job Description :

- Provide expertise on region management.

- Ensure focus on B2B2C acquisition, targeted approach to specific client segments, events initiated by MD CEO Office.

- Lead RMs for portfolio growth by focus on existing large relationship; manage regions Top 50 clients to ensure superior experience.

- Induct NTB HNI relationship.

- Improve client experience across by Acquisition, On boarding, Profiling, Regular Contact, Client Complaints, Trouble Shooting, Client Handover and Attrition. Ensure RM performance across CA, SA, Liabilities, Investments, Ins.

- Trade, FX, Cards etc. Provide product, process for sales and service of HNI clients, feedback to Program Team for improvement.

- Complete requirements for Investments AMFI, IRDA bus and YBL COC for RMs along with HCM and Compliance. Work with HCM to ensure recruitment of RMs, Build Team Capability to cross sell product, Develop Fin Planning, Advisory expertise, Provide learning through Joint Calls, Ensure positivity, team motivation.

- Process and Audit

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Interested candidates please send me your resume or call 9818629905