Relationship Lead-First Wealth

About the role

Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client.

What you'll do

• Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring
• Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms
• Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team
• Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions
• Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank

What you need

• 4–7 yrs of experience
• Cross-selling
• Sales
• Insurance
• Data analysis
• MBA