Regional Head - HNI Wealth Management - Banking/Financial Services

Job Description:

- To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients - HNIs and Ultra HNIs in order to provide expert relationship management experience.

- In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors of organizations.

- Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India - In synergy with corporate banking.

- Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that the Bank stays ahead of competitors.

- Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients.

- Besides leading a small team, the position shall also manage key clients personally.

- Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products.

- Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams.

- Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers.

- Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution.

Evaluation Criteria:

- The position shall be evaluated basis the following:

1. Self Revenue generated from mapped clients

2. Revenue generated from the team.

Contact:

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