Area Manager- Wealth RM

Job Description

Role & responsibilities • Manages a team of Wealth Relationship Managers • Leading, guiding and mentoring the team of Wealth RMs • Strategic planning and implementation to achieve business goals • Enhancing the engagement of High Net Worth Customers through joint calls with RMs • Ensuring team focus and consistent delivery across all products as per defined vectors Balance-sheet, Contactability, Investment & Insurance, Asset products, Trade Forex • Monitoring & reviewing Relationship Managers' Portfolio quality and hygiene metrics • Achievement of Relationship Manager Targets • Effectively manage and motivate the team • Hiring and retaining of competent team members • Portfolio analysis with RMs and alignment with client needs • Ensuring 360 client engagement “Total Client Ownership” • Working closely with other Business Units, the Regional level sales team and the Branch Team to Leverage cross-sell opportunities • Ensuring adherence to Compliance processes and guidelines • Coordination with other departments to ensure an enabling work environment and infrastructure for the team • Performance evaluation of the RM Team in consultation with other stakeholders