Territory Head - NBFC

A Reputed NBFC.

Designation: - Territory Head

Reports to - Regional Head (Wealth)

Reportees - Team Leader-wealth

Job Responsibilities:

I. Estimating, Forecasting and tracking of sales & revenue numbers

II. Develop and manage relationships with Emerging Affluent clients provide investment

III. Products and services in line with their financial needs & objectives

IV. Meet the Revenue targets for self and assigned team

V. Proposing Asset allocation/Portfolio maintenance/Review of portfolio

Team Management:

I. Handling The team of 6-7 Units of Team Leader who's Handling the team of Wealth Manager

II. Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity

III. Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the TL- s

IV. Ensure regrettable attrition is under control

V.Coach & train Of Team Leader for all responsibilities.