exp.-10 to 16 years | Designation: | Salary Range:Upto Rs 24 lakhs
Location:Delhi,Mumbai and Chennai City:
1. A person should have good knowledge in Wealth/portfolio Management, financial planning or investment advisory.
2. A person should have good communication and Interpersonal skills.
3. Thoroughly knowledgeable person with good presentation.
Roles and Responsibilities :
1. Ensuring the productivity of the Region, Branch and Team as per the expectation of the company by planning activities for acquiring wealth client, building book size, sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction. 2. The person will be responsible for handling the State Wealth Managers independently and responsible for all matters related to branch, that is, business development and book building in Wealth Management, motivate & drive the team towards defined Business Goals & achievement of Company Plans. 3. Provide market information on Wealth Management/Portfolio Management Service/ Portfolio Evaluation Services. 4. Ensure adherence to all processes laid down by the company. 5. Maintenance of statutory timings, discipline, cleanliness of the branch (as per the guidelines) and compliance. 6. Monitor individual & Team performance and take steps to improve productivity. 7. Initiating various campaign / promotions in their respective areas. 8. Monitor customer satisfaction and suggest possible product modifications / improvements to the Head Wealth Management. 9. Oversee and participate in development, expansion and management of consumer and business account. Key Specification : Position: Associate Regional Head / State Head Experience: 12- 16 Years Qualification: MBA/CFP/ AMFI