Head of Wealth Advisory Team

Work Level: Middle Management

Core: Time Management

Leadership: Provide Feedback

Role: Relationship Manager Head

Industry Type: Banking

Function: Wealth Manager

Key Skills: Team Handling,Team Leader,Mutualfund sales,CASA Sales,Client Acquisition

Education: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partners.

Primary Responsibility:

• Lead and mentor a team of Affluent Relationship Managers to effectively implement a needs-based strategy for attracting and engaging NTB Treasures clients.
• Work with the marketing team to enable events and client engagements to assist lead generation for NTB acquisition
• Monitor and drive team performance to achieve targets in new client acquisition, revenue growth, and product cross-sell, specifically in Insurance, Foreign Exchange, and Investments.
• Ensure high standards of customer service and compliance with regulatory and internal policies across the team.
• Foster a culture of digital innovation within the team to enhance efficiency and customer experience.
• Develop and maintain strong relationships with internal stakeholders to support business objectives and seamless client service.
• Oversee the acquisition strategies for NTB clients, ensuring alignment with the bank's growth objectives and service standards.
• Review and analyze team performance metrics to identify areas for improvement and implement strategies to achieve financial targets for Treasures Segment.
• Ensure adherence to all compliance, AML, and KYC guidelines within the team, conducting regular reviews and training.
• Promote the use of digital banking tools and platforms among team members and clients to enhance accessibility and service delivery.

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers across different industries and experience levels. Our e-recruitment technology allows us to quickly adapt to the new normal and assist job seekers in finding the best opportunities and employers in finding the best talent worldwide. We work with many recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents.

For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!