Head LWA (Lokmanya Wealth Advisor)

As an experienced professional with over 8 years of leadership in banking or financial services, you have the opportunity to join Lokmanya Multipurpose Co-operative Society and lead the LWA division. In this role, you will be responsible for ensuring excellent service and client satisfaction, recruiting and onboarding Lokmanya Wealth Advisors, building strong relationships with high-value clients, and providing personalized financial advice. Your role will also involve driving cross-selling efforts, ensuring compliance with regulations, collaborating with other departments for enhanced service delivery, and monitoring client performance to identify growth opportunities. To excel in this role, you should possess a Bachelor's degree in finance, business administration, or a related field. Additionally, you must demonstrate strong interpersonal, problem-solving, and analytical skills. Proficiency in MS Office and banking software is essential, along with a deep knowledge of banking products, regulations, and best practices. At Lokmanya, we believe in fostering a career that goes beyond just a job - it should be a passion-driven adventure that brings out the best in you. We are a community of like-minded individuals united by a common purpose: to make a meaningful impact on the world. Our core values serve as the heartbeat of our culture and the driving force behind everything we do. They define who we are as a company and guide our decisions, actions, and interactions with our customers, employees, and partners. Join us at Lokmanya and be part of a dynamic and impactful environment where you can thrive and grow while delivering customized financial solutions.,