Job Role- Team Leader - Wealth (Private Banking Group)
Function: Financial Advisory
Experience (Min): 12+ years
Job Description :
- Handling Team of Wealth Managers and driving team for achieving Targets.
- Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions.
- Provide a seamless banking experience from a product and interpersonal point of view.
- Achieve organizational objectives of high customer satisfaction scores.
- Acquire Customers through natural market, open market activities, references from Internal sources via existing branch and digital networks network.
An Ideal Candidate should possess:
- High relationship management orientation; Team Handling Experience, ability to forge effective relationships with Clients and Team Members
- Strong focus on service delivery
- Execution oriented, i.e. driving Team to achieve results
- Functional understanding of wealth products such as Mutual Funds, Bonds, Corporate FD- s, Equities, Alternative Investments and Insurance
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