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Waytogo Consultants
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Wealth Circle Head Banking

Wealth Circle Head Banking

Waytogo Consultants

10 - 20 years

20 - 35 Lacs

Surat Vadodara

Posted:2 months ago| Platform:

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Skills Required

wealth head Team Handling Retail Banking Relationship manager head HNI Cluster Head PMS Branch Banking

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Job Type

Full Time

Job Description

Role & responsibilities • Manages a team of Wealth Relationship Managers • Leading, guiding and mentoring team of Banking Managers • Strategic planning and implementation to achieve business goals • Enhancing engagement of High Net Worth Customer through joint calls with RMs • Ensuring team focus and consistent delivery across all products as per defined vectors Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade Forex • Monitoring & reviewing Relationship Manager’s Portfolio quality and hygiene metrics • Achievement of Relationship Manager Targets • Effectively manage and motivate 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, Regional level sales team and 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 RM Team in consultation with other stakeholders

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Wealth Circle Head Banking