Job Description
Department: – Wealth Management Services
Role & Responsibilities:
Defining and Implementing marketing and sales strategies for the affluent segment in line with corporate vision and plan • Designing, implementing and monitoring sales and services for RMs, and CSE’s. • To ensure that sales and service targets are assigned for RMs and CSE’s and respective performance against KRA is measured periodically and course correction undertaken if required • Tracking and reporting sales performance across revenue line including transaction pipeline, acquisition results and market conditions • Performance Measurement of RMs, Coaching and Mentoring the RMs . • Manages sales leads being worked across products from identification and initial contact to closure, carefully tracking and actioning leads across the sales cycle • Conducting research to understand target prospects, setting appointments, meeting key clients and consultatively offering the most appropriate proposition and services • Generating new business opportunities from internal and external sources, including existing clients and other channels within the bank • Conducting Individual and Joint Performance reviews for all profiles reporting to the TH • Ensuring all legal and compliance requirement is met and all ROE’s are adhered to • Keeping up-to-date on products, competition in the financial services space • Building internal and external relationships and creating business development opportunities through referrals • Any other roles & responsibilities assigned from time to time
Education Qualification:
Mandatory: A Degree (Graduation) in any discipline from a University recognized by the Govt. Of India/Govt. bodies/AICTE
Desirable Qualification: 2 years full time Post Graduate Degree / Diploma in Management Regulatory certifications e.g. NISM/IRDA
Work Experience:
Minimum 6 years of experience in Relationship Management in Wealth Management out of which minimum 2 years as a Team Lead.
No. of Vacancies: 17
The details shared here are for quick reference only. For more details, T&C, and to apply for the Job please refer to the career section of the Bank's website or click here: -
https://www.bankofbaroda.in/career/current-opportunities/recruitment-of-professionals-on-contractual-basis-for-various-department
Role & Responsibilities:
Defining and Implementing marketing and sales strategies for the affluent segment in line with corporate vision and plan • Designing, implementing and monitoring sales and services for RMs, and CSE’s. • To ensure that sales and service targets are assigned for RMs and CSE’s and respective performance against KRA is measured periodically and course correction undertaken if required • Tracking and reporting sales performance across revenue line including transaction pipeline, acquisition results and market conditions • Performance Measurement of RMs, Coaching and Mentoring the RMs . • Manages sales leads being worked across products from identification and initial contact to closure, carefully tracking and actioning leads across the sales cycle • Conducting research to understand target prospects, setting appointments, meeting key clients and consultatively offering the most appropriate proposition and services • Generating new business opportunities from internal and external sources, including existing clients and other channels within the bank • Conducting Individual and Joint Performance reviews for all profiles reporting to the TH • Ensuring all legal and compliance requirement is met and all ROE’s are adhered to • Keeping up-to-date on products, competition in the financial services space • Building internal and external relationships and creating business development opportunities through referrals • Any other roles & responsibilities assigned from time to time
Education Qualification:
Mandatory: A Degree (Graduation) in any discipline from a University recognized by the Govt. Of India/Govt. bodies/AICTE
Desirable Qualification: 2 years full time Post Graduate Degree / Diploma in Management Regulatory certifications e.g. NISM/IRDA
Work Experience:
Minimum 6 years of experience in Relationship Management in Wealth Management out of which minimum 2 years as a Team Lead.
No. of Vacancies: 17
The details shared here are for quick reference only. For more details, T&C, and to apply for the Job please refer to the career section of the Bank's website or click here: -
https://www.bankofbaroda.in/career/current-opportunities/recruitment-of-professionals-on-contractual-basis-for-various-department
💡 Quick Summary
Seeking a career-building opportunity? The Territory Head position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
