Sales Management, Strong interpersonal and communication skills – English &Vernacular
Exceptional leadership and team management skills
Good networking skills – ability to start relationships and guild rapport
Ability to plan and deliver business goals
Experience in financial services – good knowledge of wealth management, TPP, Assets domain
Process Orientations – self-discipline to adhere to laid down processes
Have High integrity and professional values
Have passion for selling and entrepreneurial orientation
Leading, guiding and mentoring team of Signature Banking Managers
Strategic planning and implementation to achieve business goals
Enhancing engagement of High Net Worth Customer 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