Job Purpose
To contribute to the business growth of the wealth management division in the designated area by efficient business planning, sales monitoring, revenue generation, team creation & subsequent management & client relationship management.
Job Context & Major Challenges
Job Context Job Challenges:

The Wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.

The Regional Head is responsible for the overall performance of their team in wealth management products in a particular area by managing their sales teams, business budgets, client acquisitions & customer satisfaction initiatives. The main challenges faced by this profile include – keeping updated with the latest market scenario and ensuring the same for the local team,



getting market intelligence of competitor moves and managing growth amidst stiff competition & meeting high customer expectations. The critical skill sets that this profile requires are an in-depth knowledge of all wealth management products & services, robust communication, proactiveness and high customer & target orientation.

The key job is to provide continous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1To meet the budgeted targets and monitor them? To achieve defined sales targets of assigned portfolios and analyze performance periodically
? To constantly focus on fee generating service offerings to meet the projected fee incomeKRA2To review area level MIS? To prepare periodic MIS of region-wise, cl

📌 Regional Wealth Head-Chennai-Wealth HNI
🏢 Financial services
📍 Chennai