Area Head Signature Banking
Published date: 2026/11/10
- Location: Mumbai, Maharashtra, India
Key Skills :
Sales Management, Strong interpersonal and communication skills – English &Vernacular
Exceptional leadership and team management skillsGood networking skills – ability to start relationships and guild rapportAbility to plan and deliver business goalsExperience in financial services – good knowledge of wealth management, TPP, Assets domainProcess Orientations – self-discipline to adhere to laid down processesHave High integrity and professional valuesHave passion for selling and entrepreneurial orientation Key Roles :
Manages a team of Signature Banking Relationship Managers
Leading, guiding and mentoring team of Signature Banking ManagersStrategic planning and implementation to achieve business goalsEnhancing engagement of High Net Worth Customer through joint calls with RMsEnsuring team focus and consistent delivery across all products as per defined vectors – Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade ForexMonitoring & reviewing Relationship Manager's Portfolio quality and hygiene metricsAchievement of Relationship Manager TargetsEffectively manage and motivate teamHiring and retaining of competent team membersPortfolio analysis with RMs and alignment with client needsEnsuring 360° client engagement – "Total Client Ownership"Working closely with other Business Units, Regional level sales team and Branch Team to leverage Cross-sell opportunitiesEnsuring adherence to Compliance processes and guidelinesCoordination with other departments to ensure an enabling work environment and infrastructure for the teamPerformance evaluation of RM Team in consultation with other stakeholders Experience : - 6 years' work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred Education : MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent AMFI / NISM certified
Sales Management, Strong interpersonal and communication skills – English &Vernacular
Exceptional leadership and team management skillsGood networking skills – ability to start relationships and guild rapportAbility to plan and deliver business goalsExperience in financial services – good knowledge of wealth management, TPP, Assets domainProcess Orientations – self-discipline to adhere to laid down processesHave High integrity and professional valuesHave passion for selling and entrepreneurial orientation Key Roles :
Manages a team of Signature Banking Relationship Managers
Leading, guiding and mentoring team of Signature Banking ManagersStrategic planning and implementation to achieve business goalsEnhancing engagement of High Net Worth Customer through joint calls with RMsEnsuring team focus and consistent delivery across all products as per defined vectors – Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade ForexMonitoring & reviewing Relationship Manager's Portfolio quality and hygiene metricsAchievement of Relationship Manager TargetsEffectively manage and motivate teamHiring and retaining of competent team membersPortfolio analysis with RMs and alignment with client needsEnsuring 360° client engagement – "Total Client Ownership"Working closely with other Business Units, Regional level sales team and Branch Team to leverage Cross-sell opportunitiesEnsuring adherence to Compliance processes and guidelinesCoordination with other departments to ensure an enabling work environment and infrastructure for the teamPerformance evaluation of RM Team in consultation with other stakeholders Experience : - 6 years' work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred Education : MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent AMFI / NISM certified
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