Ensuring the productivity of Team and Zone State as per the expectations of the company through financial planning.
Organizing activities for acquiring wealth client.
Building book size, sales.
Identification of training needs and measurement of product penetrations, customer awareness and satisfaction.
Reporting to :Managing Director / Head – Wealth Management
Responsibilities:
Should possess the required in-depth domain knowledge of Wealth Management, Financial Planning and the bouquet of Financial Products including Third Party products.
The person will be responsible for handling the team of Wealth & Relationship Managers independently and responsible for all matters relating to Zone State, i.e, business development and book building in Wealth Management, motivate & drive the team towards defined Business Goals & achievement of business plans, including IFA recruitments and client & corporate acquisitions.
Provide market information on Wealth Management Portfolio Management Service/Portfolio Evaluation Services.
Ensure adherence to all processes laid down by the company.
Maintenance of statutory timings, discipline, etc. as per the guidelines and compliance.
Monitor individual & Team performance and take steps to improve productivity.
Initiating various campaign / promotions in their respective areas.
Monitor customer satisfaction and suggest possible product modifications improvements to the Head Wealth Management.
Oversee and participate in development, expansion and management of consumer and business account.
