Regional Director

Roles and Responsibilities : Managing the team of Wealth Managers and guiding them in understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc. with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc

. Managing a team of Wealth Managers who interact with clients

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Estimating, Forecasting and tracking of Sales and Revenue number

Meeting the Revenue targets the assigned team.

Manage the distribution of leads/resources to the team to ensure optimum manpower utilization

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Conducting regular meeting with the team and ensuring that continuous interaction is carried among the team members and solve their problems/queries in a timely manner Train the team on all the products of Wealth Management.

Responsible for business development through the acquisition of ultra high net-worth clients

. Must ensure incremental growth of AUM

For more details

Indhu

Watsapp - 8904963302