Roles and Responsibility.

- Business Development : The State Head will be responsible for handling the team of Cluster Manager/Senior Relationship Manager/Relationship Manager & Financial Counsellor. The State Head will be responsible for all matters relating to the State, i.e,business development & book building in Wealth Management, building and motivate team towards defined Business Goals & achievement of month business plans, including client & corporate acquisitions.

- Monitor individual & Team performance and take steps to improve productivity.

- Initiating various campaign/promotions/activities with the objective of business development.

Recruitment: Highly important part in identifying & hiring talent to build strong team. The State Head will drive this by closely working with the Human Resource team and using into his/her own network of potential talent pool.

- KRAs : Develop robust AUM through your team, achieve month business plan & other organization's objectives.

Market, Economy & Product Knowledge : Should be seasoned in delivering market,economy & product knowledge to HNI clients. Provide market information on Wealth Management/ Portfolio Management Service/ Portfolio Evaluation Services etc.

Adherence to Processes : Ensure adherence to all processes laid down by the company.

- Compliance : Maintenance of statutory timings, discipline, etc. as per the guidelines and compliance. Will ensure that no mis-selling takes place in the team.

Champion superlative service levels : The State Head should have the mindset to consider servicing & after sales an equally important part of the job as client acquisition. Monitor customer satisfaction and suggest possible product modifications/improvements to the Head Wealth Management/CEO.

Key Skills :

- Should have handled wealth management/insurance/financial products/loan teams in the past with P&L responsibility & demonstrated success in doing so.

- Should possess the required in-depth domain knowledge of Wealth Management,Financial Planning and the bouquet of Financial Products including Third Party products.

- Ensuring the productivity of Team and Zone / State as per the expectations of the company through investment & financial planning

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.