Zonal Head - Retail - Wealth Management/Retail Banking/AMC

Description:

Educational Qualification (as on 01.05.2025):

Mandatory:

- Graduate from a Government recognized University or Institution.

Preferred:

- MBA (Banking / Finance / Marketing) with minimum 60% marks from a recognized University or Institution.

- Professional certifications such as CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A.

Post-Qualification Experience (as on 01.05.2025):

Mandatory:

- Minimum 15 years of experience in Sales Management within Wealth Management, Retail Banking, or Asset Management Companies (AMCs).

- Out of this, at least 5 years in leading large teams of Relationship Managers and Team Leaders, preferably in Wealth Management or AMC environments.

Key Responsibilities:

- Zonal Business Leadership: Manage the Wealth Management sales operations for the assigned zone in line with business objectives.

- Revenue & Growth: Drive TRV and AUM growth through client acquisition, portfolio deepening, and effective relationship management.

- Team Management: Lead and mentor Relationship Manager (RM) teams and Team Leads to achieve sales and service targets.

- Client Acquisition & Retention: Acquire and manage High Net Worth (HNI) and Affluent clients, ensuring superior service standards.

Compliance & Governance:

- Ensure adherence to all internal systems, policies, and regulatory guidelines.

- Ensure 100% transaction documentation and same-day execution of client instructions.

- Customer Engagement: Conduct investment seminars, client meets, and awareness campaigns to enhance customer engagement and financial literacy.

- Customer Satisfaction: Ensure prompt service delivery and proactive relationship management to maintain high client satisfaction levels.

- Other Responsibilities: Undertake any additional assignments as entrusted by the Bank from time to time.

Core Competencies:

- Strategic Sales Leadership

- Team Development and Performance Management

- Wealth Management Product Knowledge

- Client Relationship & Portfolio Management

- Compliance Orientation and Process Discipline

- Strong Communication and Interpersonal Skills