Job Description
Zonal Head - Wealth ( A Leading Investment Bank )
Use financial acumen and investment expertise to review a clients information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.
- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.
Skills and Competencies :
Ability to use & analyse data tools related to wealth products
- Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review
- Maintaining external network i.e. to maintain contact with the customers
- Attitude to service clients by providing them smooth and superior service delivery
- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
- Decision making skills with strong sense of ownership and ability to work under pressure.
Use financial acumen and investment expertise to review a clients information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.
- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.
Skills and Competencies :
Ability to use & analyse data tools related to wealth products
- Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review
- Maintaining external network i.e. to maintain contact with the customers
- Attitude to service clients by providing them smooth and superior service delivery
- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
- Decision making skills with strong sense of ownership and ability to work under pressure.
💡 Quick Summary
Seeking a career-building opportunity? The Zonal Head position is now open for candidates interested in the Bank Jobs sector. This role in BANGALURU 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.