Zonal Head (Retail)

Educational Qualification (as on 01.05.2025):

Mandatory:

• Graduate from a Government recognized University or Institution.

Preferred:

• MBA (Banking / Finance / Marketing) with minimum 60% marks from a recognized University or Institution.
• Professional certifications such as

  CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A

  .

Post-Qualification Experience (as on 01.05.2025):

Mandatory:

• Minimum

  15 years of experience

  in

  Sales Management

  within

  Wealth Management, Retail Banking, or Asset Management Companies (AMCs)

  .
• Out of this, at least

  5 years in leading large teams

  of Relationship Managers and Team Leaders, preferably in Wealth Management or AMC environments.

Key Responsibilities:

• Zonal Business Leadership:

  Manage the

  Wealth Management sales operations

  for the assigned zone in line with business objectives.

• Revenue & Growth:

  Drive

  TRV and AUM growth

  through client acquisition, portfolio deepening, and effective relationship management.

• Team Management:

  Lead and mentor

  Relationship Manager (RM) teams and Team Leads

  to achieve sales and service targets.

• Client Acquisition & Retention:

  Acquire and manage

  High Net Worth (HNI) and Affluent clients

  , ensuring superior service standards.

• Compliance & Governance:

• Ensure adherence to all internal systems, policies, and regulatory guidelines.
• Ensure

  100% transaction documentation

  and same-day execution of client instructions.

• Customer Engagement:

  Conduct

  investment seminars, client meets, and awareness campaigns

  to enhance customer engagement and financial literacy.

• Customer Satisfaction:

  Ensure prompt service delivery and proactive relationship management to maintain high client satisfaction levels.

• Other Responsibilities:

  Undertake any additional assignments as entrusted by the Bank from time to time.

Core Competencies:

• Strategic Sales Leadership
• Team Development and Performance Management
• Wealth Management Product Knowledge
• Client Relationship & Portfolio Management
• Compliance Orientation and Process Discipline
• Strong Communication and Interpersonal Skills