Regional Director of Wealth Management

Post : Regional Head

Educational Qualification

(As on 01.05.2025)

Mandatory : Graduates from Government recognised University or Institution

Preferred Qualification : MBA (Banking / Finance / Marketing) with 60% from recognized University or Institution.

CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A

Post-Qualification Experience

(As on 01.05.2025)

Essential Experience : (as explained above)

➢ Post Qualification Experience of Minimum 12+ years of experience in relationship management preferably in wealth management with leading Public / Private / Foreign Banks / Wealth Management Firms / AMCs

➢ 5+ years of experience in leading a large team of Relationship Managers or a Team Lead preferably in Wealth Management Firms or Asset Management Company (AMC).

Job Profile

(Detail description of Role, Responsibilities and Functions)

➢ Managing a team of Relationship Mangers & RM (Team Lead) s & Investment Officers for the Wealth Management Business of the allotted Circle(s)

➢ Achieving the target of the team to Acquire, nurturing growing and strengthening relationship within the Affluent and UHNI / HNI segment of Clients in order to meet business objectives

➢ Cross Selling a range of Investment, Insurance products and other Asset Classes to these clients in order to meet their financial planning objectives and thus attaining the revenue objectives of the Wealth Management business of the allotted Circle(s)

➢ Focusing on increasing the Total Relationship Value (TRV), Assets Under Management (AUM), Investment AUM & Increase in Product per Clients as per the business objectives.

Key Responsibility Areas (KRAs) for the Post

➢ Managing the Zonal Sales for the Wealth Management Business

➢ Managing the Relationship Manager Team Leads and Relationship Managers ensuring achievement of budgets by the RM Teams

Acquire HNI and Affluent Customers

➢ Managing the team of Relationship Mangers, Team Leads & Investment Officers and ensuring the team achieves its targets

➢ Ensuring compliance of guidelines, systems & procedures by the Relationship Managers / RM (Team Lead) / Investment Officers

➢ Allocation of leads and Clients to appropriate team members

Deepen Relationships

➢ Manage the Clients of the Bank who are defined as Affluent / UHNI / HNI Clients

➢ Grow the CASA / Investment AUM of this portfolio & Other Asset Classes

➢ Cross-sell mortgages, credit cards and drive channel migration

➢ Acquire more Clients from the same household

➢ Service these Clients.

➢ Monitoring Financial Needs Analysis and Risk Profiling for the Clients in the portfolio.

➢ Monitoring Periodic Portfolio reviews for all Clients

➢ Monitoring Proper Mapping of Clients to team.

➢ Ensuring Certification of Training of Team members.

➢ Ensure Leave Discipline among the Team / proper maintenance of visit records

➢ Complaint Management : Timely redressal of Client complaints

Branch Development

➢ Conduct Client Meet, seminars and Investment conclave to spread financial awareness.

➢ Any other matter, as may be entrusted by the Bank from time to time.

Apply below : hr.07@tnmhr.com

• 91 9653237931