Regional Head- Wealth

Role & responsibilities

Ownership of the Asset Gathering Target of the Zone & assigned territory

• Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
• Increasing AUM of the location
• Penetration of existing client base for creating new investors in MF/Investments from existing client base
• Ensuring better client experience both by qualitative and quantitative interventions

• Assist in investment portfolio asset allocation of customers

• Portfolio Monitoring/Review

• Reallocation of portfolios as and when required for risk management or sales opportunities.

• Coach Asset RM and Business Development RM teams on latest products

• Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis

• Client Calls (along with RMs) to educate provide details and source investment in these products

• Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same

• Product Activation PMS / AIF

Preferred candidate profile

Excellent knowledge about the diverse investment products and well updated with the market information

• Ability to co-ordinate with different teams
• Strong analytical skills to interpret business information
• Strong communication C written skills
• Fluency in local language is an added advantage
• Excellent interpersonal skills and team management skills
• Should be a good team leader
• Highly self motivated