Area Head – Wealth
-
Corphive
-
Banking
-
Full time
-
Mumbai
Posted by Sweta Mishra
01 Jun 2024, 05:26 PM
- Manages a team of Signature Banking Relationship Managers
- Leading, guiding and mentoring a team of Signature Banking Managers
- Strategic planning and implementation to achieve business goals
- Enhancing engagement of High Net Worth Customers through joint calls with RMs
- Ensuring team focus and consistent delivery across all products as per defined vectors – Balance sheet, Contactibility, Investment & Insurance, Asset products, Trade Forex
- Monitoring & reviewing Relationship Manager’s Portfolio quality and hygiene metrics
- Achievement of Relationship Manager Targets
- Effectively manage and motivate team
- Hiring and retaining of competent team members
- Portfolio analysis with RMs and alignment with client needs
- Ensuring 360° client engagement – “Total Client Ownership”
- Working closely with other Business Units, Regional level sales team and Branch Team to leverage Cross-sell opportunities
- Ensuring adherence to Compliance processes and guidelines
- Coordination with other departments to ensure an enabling work environment and infrastructure for the team
- Performance evaluation of RM Team in consultation with other stakeholders
Job Type:
Full time
Locality:
Mumbai
Min Salary:
25 Lakh
Max Salary:
30 Lakh
Experience:
10 years
Eligibility:
MBA/Post Graduate
Team Head
Wealth Management
area manager
Area Head
Country: India
State: Maharashtra
City: Mumbai
