Guiding, developing and motivating team members for achieving team targets.
To work with the retail branch banking channels towards lead generation, client acquisition and servicing.
Ensuring proper development of Business in area in terms of clients, Market share, processes and
To meet the Sales target in terms of income generated across all advisory Products and also Product
support for Third Party Product basis internal revenue slabs.
To acquire new clients in the targeted HNI segment from outside the Bank consistently.
To retain and enhance Advisory relationships.
Should possess at least 8+ years of work experience in Wealth Management / Private Banking / HNI
Having experience of selling equity, mutual funds, and insurance 'related products to HNI Clients.
Candidate must possess at least a Master of Commerce or
Master in Business Admin/Post Graduate
Diploma in Business Administration/Post Graduate Program in Management in
Relationship management skills & client sourcing capabilities.
Good interpersonal & team leadership skills.