Regional Head - Wealth Management

• Business Development
• To Develop the strategic plan for Wealth Management to meet business objectives
• Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements
• Direct product development efforts and oversee successful implementation of new products and services tailored for Wealth Management clients
• Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
• To meet the Business/sales targets for the region on monthly
• quarterly and annual basis – Volume(nos.)
• MS (%) and Turnover( Rs).
• To coordinate and ensure the collection Targets on Daily
• weekly and monthly basis.
• Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL's team in the region.
• Target achievement Customer satisfaction level Build client relationship internal and external.
• Supervise Wealth Managers in the growth
• acquisition
• and retention of high net worth clients
• Ensure availability of adequate MIS and reporting tools
• Attrition control of customers
• Risk management
• Implement risk management strategies to ensure compliance with industry regulations
• internal policies
• and ethical standards.
• Oversee the identification
• assessment
• and mitigation of potential risks within the region's wealth management operations.

We have open positions across Mumbai/Pune/Delhi/Bangalore & Chennai