Zonal Head - Wealth Management - Banking - Iim/isb/mdi/fms

HUQUO CONSULTING PVT. LTD.
  • Delhi
  • Confidential
  • 10-15 years
  • Views
  • 08 Apr 2019

  • Finance/ Accounts

  • Banking - Retail
Job Description

Role Requirement Business Development:

The Zonal Head will be responsible for handling the team of Wealth & Relationship Managers and responsible for all matters relating to Zone / State, i.e, business development & book building in Wealth Management, motivate & drive the team towards defined Business Goals & achievement of business plans, including client & corporate acquisitions.


- Monitor individual & Team performance and take steps to improve productivity.​

- Initiating various campaign / promotions/activities with the objective of business development.​

- Recruitment: Play an integral part in identifying & hiring talent. The zonal head will drive this by closely working with the company's HR as well as by tapping into his/her own network of potential talent pool.​

- KRAs: Develop robust, aspirational yet achievable AUM goals & other KRAs for the wealth managers​

- Market, Economy & Product Knowledge: Should be seasoned in delivering market, economy & product knowledge to HNI clients. Provide market information on Wealth Management/ Portfolio Management Service/ Portfolio Evaluation Services etc.​

- Adherence to Processes: Ensure adherence to all processes laid down by the company.​

- Compliance: Maintenance of statutory timings, discipline, etc. as per the guidelines and compliance. Will ensure that no mis-selling takes place in the team.​

- Champion superlative service levels: The zonal head should have the mindset to consider servicing & after sales an equally important part of the job as client acquisition. Monitor customer satisfaction and suggest possible product modifications/improvements to the Head Wealth Management/CEO.


Key Skills :

- Should have handled wealth management teams in the past with P&L responsibility & demonstrated success in doing so.​

- Should possess the required in-depth domain knowledge of Wealth Management, Financial Planning and the bouquet of Financial Products including Third Party products.​

- Ensuring the productivity of Team and Zone / State as per the expectations of the company through investment & financial planning.



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HUQUO CONSULTING PVT. LTD.