- The ideal candidate will oversee bancassurance activities in the region, working closely with the Affluent team to drive business growth and ensure customer satisfaction.
- Regional wealth head will play a key role in expanding our presence and achieving strategic growth.
- Lead and manage the Affluent Banking team in the region, drive business growth, develop and implement wealth management strategies, and ensure high-quality service delivery to affluent clients.
- Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients.
- Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products.
- Ensuring RM activation & focus on respective products. Going on Joint meetings to build volumes along with new penetration of the portfolio.
- Ensuring 100%complaince of regulatory matters within timelines.
- Training RMs & building knowledge levels through training /workshops/in coordination with partner. Teams.
- Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Qualifications.
Requirement :
IRDA & AMFI is Mandatory.
