To lead, grow and manage the Wealth Sales and Services in the given territory.
KEY RESPONSIBILITIES
STRATEGY
Building the Wealth Sales business to achieve leadership position in the region.
Implementation of a business sales model that will be profitable in the long-term.
Building the regional sales strategy.
Manage AMCs at a local level
Build and deepen relationships with internal stakeholders
Ensure customers view WM as a complete value proposition with Product specialization as a USP
Building and retaining the best Wealth Sales team for the Wealth business in the region
PRODUCT PROPOSITION
Suggest innovative products and product bundles to the product team based on market/customer needs
BOTTOM LINE FOCUS
Maximize business performance opportunity.
Manage all direct costs.
OPERATIONS & MIS
Ensure the implementation of appropriate systems and operational processes.
Accurate submission of MIS
PEOPLE MANAGEMENT
Building a performance-oriented culture in the team
Instill a sense of belonging and team-work.
Key Roles and Responsibilities
To lead, grow and manage the Wealth Sales and Services in the given territory.
KEY RESPONSIBILITIES
STRATEGY
Building the Wealth Sales business to achieve leadership position in the region.
Implementation of a business sales model that will be profitable in the long-term.
Building the regional sales strategy.
Manage AMCs at a local level
Build and deepen relationships with internal stakeholders
Ensure customers view WM as a complete value proposition with Product specialization as a USP
DISTRIBUTION MANAGEMENT
Building and retaining the best Wealth Sales team for the Wealth business in the region
PRODUCT PROPOSITION
Suggest innovative products and product bundles to the product team based on market/customer needs
BOTTOM LINE FOCUS
Maximize business performance opportunity.
Manage all direct costs.
OPERATIONS & MIS
Ensure the implementation of appropriate systems and operational processes.
Accurate submission of MIS
PEOPLE MANAGEMENT
Building a performance-oriented culture in the team
Instill a sense of belonging and team-work.
Qualifications and Skills
KNOWLEDGE/SKILLS/EXPERIENCE
Proven track record in leading and developing a high performing sales team
Good understanding of the dynamics of the financial services market with particular emphasis on mutual funds
Good understanding of financial planning
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