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UpMan Placements Private Limited · posted 9 months ago
Job Description: Area Head – Signature Banking Education Experience Key Skills : : : Key Roles : MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent AMFI / NISM certified 5 - 6 years’ work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred • 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 • Manages a team of Signature Banking Relationship Managers • 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 Bonus /Incentives : Candidate will be on Incentives