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Relationship Head - Wealth

8.00 to 13.00 Years   Chennai   24 Mar, 2025
AV Global Advisory Services
Job LocationChennai
EducationNot Mentioned
SalaryRs 10 - 22 Lakh/Yr
IndustryBanking
Functional AreaPre-Sales
EmploymentTypeFull-time

Job Description

    Dear AllUrgent Vacancy for Leading BankingRole Relationship Head - WealthExperience - Minimum 10 Years of experience in Handling Wealth, Wealth Management with Team Handling , from Banking can ApplyLocation - ChennaiJob Role
    • Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective telecalling for achievement of the defined goals. Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms.
    • Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team.
    • Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions.
    • Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch.
    • Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book.
    • Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs.
    Interested applicants can share profile on WhatsApp to hidden_mobile/hidden_email

Keyskills :
team handlingwealthhni

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