- Leadership & Team Management:
- Recruit, develop, and lead a team of Wealth Managers.
- Provide continuous training, mentoring, and performance coaching.
- Drive a culture of accountability, high ethics, and client-centricity.
- Business Development & Sales Management:
- Ensure Wealth Managers achieve their assigned business targets.
- Monitor performance metrics and implement strategies to improve productivity.
- Drive acquisition of current clients and expansion of wallet share within existing clients.
- Client Experience & Service Quality:
- Ensure that all clients receive high-quality, proactive, and compliant advisory services.
- Strengthen client relationships through periodic reviews and engagement.
- Resolve escalations and maintain superior client satisfaction.
- Strategic & Operational Responsibilities:
- Align the region's business plans with organizational goals.
- Execute management's growth strategy for the Mumbai region.
- Ensure adherence to compliance, regulatory norms, and internal guidelines.