Job Purpose :

The purpose of the Area Manager is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income.

Ensuring RMs meet the right customers and have a meaningful engagement with customer

Ensuring the RMs are trained and equipped to handle customer queries

Acquisition of High new worth customers to the Bank:
Acquire recent customers who meet product criteria through cross-referencing
Ensuring timely onboarding of quality accounts in the HNW channel for the bank
Ensuring lowest depletion of the newly acquired accounts
Increase liabilities size of relationship via balances in accounts of existing customers

Managing the High Net worth customers of the Bank
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensuring the highest level of service to the customers in the branch
Profiling Customers and Providing Financial planning & Investment Advise as per customers need
To ensure maintenance of updated Relationship File

Mentoring the RMs in the branch




To handle a team of 4 to 9 Privy/Affluent Relationship Managers.
Recruitment and training of Relationship Manager Team and Lead a result oriented team
Ensuring the RMs are trained and well equipped with data and products to handle and service the customers
Ensuring the Relationship managers are meeting the right set of customers
Ensuring joint calls with the relationship managers
Complaints Handling for the RM Channel

Requirements

Graduation/Post-Graduation

Certifications:

AMFI Certification

IRDA Certification

NCFM Certification (Optional)

Key Skills:

Sales and Influencing Skills

Banking Product & Process Knowledge

NRI Product and Regulatory Knowledge

Planning and Organizing Skills

Positive Communication skills

Knowledge of Competition & Current trends in the financial Industry.

Experience Required:

Minimum experience in years – 4 to 10 yr

Exposure to banking team Handling is preferable

Perks

📌 Area Manager Affluent Banking Mumbai
🏢 Important Business
📍 Mumbai