Eastern India Team Head- Private Wealth

Private Banking Team Head - Eastern India

Location:

Job Overview:

We are seeking an experienced and dynamic Private Banking Team Head to establish and lead our private banking operations in Eastern India. The successful candidate will be responsible for building a high-performing team from scratch, developing strategic client relationships, and driving the growth of our private banking services.

Key Responsibilities:

• Team Development:

  Build and manage a high-performing private banking team, including hiring, training, and mentoring staff to ensure top-tier client service and compliance with regulatory standards.

• Client Relationship Management:

  Develop and maintain strong relationships with high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), and their families.

• Strategic Planning:

  Formulate and implement strategies to increase the market share of private banking services in Eastern India, ensuring alignment with overall organizational goals.

• Product Development:

  Collaborate with product teams to enhance private banking offerings tailored to the needs of HNW and UHNW clients.

• Sales and Revenue Growth:

  Drive sales initiatives, create and implement sales plans, and track performance metrics to ensure revenue targets are met or exceeded.

• Risk Management:

  Oversee compliance with regulatory requirements and internal policies to mitigate risks associated with private banking operations.

• Market Analysis:

  Stay abreast of market trends and competitor activities to identify opportunities for growth and innovation in private banking services.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field. MBA or relevant professional qualifications (CFA, CFP) are preferred.
• Minimum 10 years of experience in private banking, wealth management, or related financial services, with at least 5 years in a leadership role.

Skills:

• Proven track record in building and leading high-performing teams.
• Strong business acumen and strategic thinking abilities.
• Exceptional interpersonal and communication skills to effectively engage with clients and stakeholders.
• Deep understanding of investment products, financial planning, and estate planning.
• Willingness to travel within the region as needed.

What We Offer:

• Competitive salary and performance-based incentives.
• Opportunities for continuous professional development and growth.
• A collaborative and inclusive work environment.
• Access to a wide range of financial products and services.