Territory Head - Wealth

Designation - Territory Head_WEALTH.

Location - MUMBAI/PUNE/KOLKATA

Reports To - Regional Head(Wealth)

Reportees - TL-Premier wealth/Sr.TL-Premier Wealth

Job Responsibilities:

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

II.Develop and manage relationships with Emerging Affluent clients

III.Provide investment products and services in line with their financial needs & objectives

IV.Meet the Revenue targets for assigned team

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

Team Management :

I. Handling The team of 6-7 Units of Team Leader & Sr Team Leader who's Handling the team of Premier 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 TLs

IV.Ensure regrettable attrition is under control

V.Coach & train Of Team Leader for all responsibilities