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Purnima Gooptu

Assistant Manager- Search & Engagement at Hipotz

Last Login: 25 April 2024

103

JOB VIEWS

24

APPLICATIONS

24

RECRUITER ACTIONS

Job Code

1204356

Team Lead - Wealth Retail Business

5 - 7 Years.Mumbai/Navi Mumbai/Maharashtra
Posted 1 year ago
Posted 1 year ago

1) Business Metrics - Revenue of Rs 3 Cr, per TL (+Team), averaged over FY22-24

Cross sell of at least 50 cases of non MF products, each month, per zone.

2) Retention of active BPs per month - At least 45 BPs per month, per RM to be active - defined as >4 SIPs per month above min threshold of SIPs

3) Headcount - Maintaining of at least 95% of approved headcount as present all throughout the years. Training & development of these team members.

4) Competition mapping - Tight eye on competition activities in local geographies to ensure awareness and improvement of offering to BPs / clients.

5) Compliance - Tight check on adherence to all processes related to but not only Money Laundering, Code of conduct, etc across zone

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Posted By

user_img

Purnima Gooptu

Assistant Manager- Search & Engagement at Hipotz

Last Login: 25 April 2024

103

JOB VIEWS

24

APPLICATIONS

24

RECRUITER ACTIONS

Job Code

1204356

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