Team Lead - Wealth Management - Banking (5-15 Yrs) Bangalore (BFSI Sales) by V-KONNECT

Updazz.com (July-2017 से पंजीकृत) ने 19 दिन पहले इस नौकरी को पोस्ट किया था

- Lead a team of Relationship Managers (RMs)/Wealth Advisors in the Private Client/affluent/high-net-worth (HNW) segment.- Drive acquisition, retention, and growth of private-client relationships.- Act as a bridge between frontline sales (RMs) and broader bank strategy / product teams.- Manage risk, compliance, and client onboarding, ensuring high service standards.Client Acquisition & Growth:- Work with team to identify and source new private client or high-net-worth clients.- Develop and implement strategies for client acquisition, targeting both onshore and offshore markets (depending on region).- Drive business growth through enhancing client wallet sharedeposit, investment, lending, insurance, etc.Relationship Management:- Oversee RMs to ensure they deliver holistic wealth advice: investments, trust, legacy planning, credit, etc.- Guide the team in understanding client needs, mapping to bank product solutions.- Ensure high-touch service team to maintain regular client engagement, portfolio reviews, and proactive advisory.Product & Solution Advisory:- Work closely with product teams (investments, credit, trust, insurance) to deliver tailored solutions.- Ensure RMs are well-equipped with knowledge on bank s wealth offerings (funds, bonds, equities, discretionary mandates, structured products).Risk, Compliance & Onboarding:- Ensure all client onboarding is compliant: KYC / AML documentation, risk profiling, suitability checks.- Work with compliance, legal, and operations teams to ensure governance standards are maintained.- Oversee periodic review of client documentation and risk assessments.Business Strategy & Planning:- Define and execute the private client team s business plan in alignment with broader bank wealth management / consumer banking goals.- Monitor market trends, competitor landscape, and client behavior to adapt strategy.- Prepare business reports, forecast AUM growth, and track key metrics (conversion rates, attrition, revenue per RM, etc.).Stakeholder Management:- Liaise with senior management to communicate team performance, challenges, and roadmap.- Coordinate with marketing, product, operations, and trust / fiduciary teams to roll out initiatives.- Represent the team in senior forums and drive cross-department collaboration.Client Events & Brand Building:- Lead or support high-profile client events, seminars, and networking forums to engage private clients.- Promote bank Treasures / wealth brand through thought leadership, client education, and relationship-building. (ref:updazz.com)

Payroll Type : Permanent