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Lead regional Wealth Management operations by driving business development, sales performance, portfolio management, client acquisition and retention. Manage Cluster Heads and Relationship Managers, monitor regional targets, control costs and attrition, strengthen distribution channels, and ensure compliance and risk management. Build high-performing teams while maintaining strong client relationships and achieving business objectives.
Job ID: 152177771
Skills:
Partner Management, Team Handling, Knowledge of banking products and services, Client risk profiling, Sales Techniques
Skills:
Incident Management, EHS operations, Vendor management, Risk management, Project management, Management, Analytical Skills
Skills:
lending , revenue growth , debt transactions, Icwa, wealth management solutions, Pgdm, credit appraisals, CFA, fintech, Mba, Transaction Management, financial institutions, deal closure, Ca
Skills:
Ms Office Suite, Knowledge of design trends and best practices, Project Management, Proficient in project management software, Sales, Team Leadership, Client Relations
Skills:
Mutual Funds, AMC sales, Sales Strategy, AUM Growth, Distributor Channel Management, Compliance Governance, SIP Book Expansion, NISM Series V-A, B2b, Market Intelligence