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Regional Investment Head

ConfidentialKolkata

21 days ago

Job description

The ideal candidate will oversee bancassurance activities in the region, working closely with the Affluent team to drive business growth and ensure customer satisfaction.

Regional wealth head will play a key role in expanding our presence and achieving strategic growth.

Lead and manage the Affluent Banking team in the region, drive business growth, develop and implement wealth management strategies, and ensure high-quality service delivery to affluent clients.

Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients.

Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products.

Ensuring RM activation & focus on respective products. Going on Joint meetings to build volumes along with new penetration of the portfolio.

Ensuring 100%complaince of regulatory matters within timelines.

Training RMs & building knowledge levels through training / workshops / in coordination with partner. Teams.

Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Qualifications.

Requirement :

IRDA & AMFI is Mandatory.

Skills Required

Customer Satisfaction, Wealth Management, Portfolio Management, Investment Advisory

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Regional Head • Kolkata