- Business Development
- To Develop the strategic plan for Wealth Management to meet business objectives
- Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements
- Direct product development efforts and oversee successful implementation of new products and services tailored for Wealth Management clients
- Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
- To meet the Business/sales targets for the region on monthly
- quarterly and annual basis – Volume(nos.)
- MS (%) and Turnover( Rs).
- To coordinate and ensure the collection Targets on Daily
- weekly and monthly basis.
- Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL's team in the region.
- Target achievement Customer satisfaction level Build client relationship internal and external.
- Supervise Wealth Managers in the growth
- acquisition
- and retention of high net worth clients
- Ensure availability of adequate MIS and reporting tools
- Attrition control of customers
- Risk management
- Implement risk management strategies to ensure compliance with industry regulations
- internal policies
- and ethical standards.
- Oversee the identification
- assessment
- and mitigation of potential risks within the region's wealth management operations.
We have open positions across Mumbai/Pune/Delhi/Bangalore & Chennai
