Experience: 5 – 6 years’ work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred
Key Skills :
- Sales Management, Strong interpersonal and communication skills – English &Vernacular
- Exceptional leadership and team management skills
- Good networking skills – ability to start relationships and guild rapport
- Ability to plan and deliver business goals
- Experience in financial services – good knowledge of wealth management, TPP, Assets domain
- Process Orientations – self-discipline to adhere to laid down processes
- Have High integrity and professional values
- Have passion for selling and entrepreneurial orientation
Key Roles :
- Manages a team of Signature Banking Relationship Managers
- Leading, guiding and mentoring team of Signature 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
- 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
We provide comprehensive career transitioning services, including personalized career assessment and counseling to clarify goals.
Our workshops enhance critical skills and offer resume writing services to highlight achievements. We assist in navigating the job market with effective networking strategies and exploration of diverse opportunities. Through mock interviews, we prepare individuals for success and support negotiation of favorable terms.
Beyond transitions, we offer ongoing coaching and support for sustained growth.
At ChangeLeaders, we understand the power of trusted referrals in attracting top talent. Introducing our Candidate Referral Program, designed to honor your efforts in bringing exceptional professionals into our network.
This program offers rewarding opportunities and meaningful connections. Here’s how it works:
When you refer a qualified candidate who successfully joins our network, you not only enrich our community but also unlock valuable rewards. Simply submit the candidate’s details through our online referral portal, and we’ll handle the rest. Once your referral completes onboarding and meets our criteria, you’ll qualify for exclusive rewards like cash bonuses, premium networking events access, and personalized career coaching sessions.
ChangeLeaders Stories is a dynamic platform that serves as a haven for seasoned professionals across diverse domains. Through engaging podcasts, we invite accomplished individuals to unravel their unique career journeys, personal histories, profound learnings, visionary insights, rich experiences, and daunting challenges. Our guests generously share how they navigated obstacles, allowing listeners to glean invaluable lessons.
Our mission is to empower early-career professionals who seek wisdom beyond the confines of their immediate employers. By offering a diverse array of voices from within the same domain, we broaden horizons and foster a community of continuous learning and growth.
With a commitment to quality and authenticity, we produce one compelling podcast episode every week. Our dedication has garnered the admiration of professionals who appreciate our genuine efforts to enrich their professional lives. Join us on ChangeLeaders Stories as we embark on a journey of discovery, enlightenment, and inspiration together.
