Head - Sales - Wealth Management & Premier Banking

Contractual Role: 5 years and renewable for another 4 years at the discretion of the bank. Last date to apply: 21/10/2026. Age Limit: 40 to 52 Years. Location: Mumbai. Post-Qualification Experience: Essential Experience: - Minimum 15 Years of experience in managing sales team in Wealth Management / Retail Banking / AMCs. - Out of which minimum 8 years of experience in leading a large team of Relationship Managers and Team Leads preferably in Wealth Management Firms or Asset Management Companies (AMCs). Preferred Experience: - Should have managed large Management Team. - Excellent knowledge of equity products, PMS, AIF, Mutual Funds and Advisory. - Should have exposure to CRM. - Proven track record of high performance and leadership. - Should have relevant work experience at a national level with large Wealth Management organisations. - Should have managed a large team of relationship managers & Team Leads at a national level. Job Profile: - Defining and implementing marketing strategies for Wealth Management in line with corporate vision. - To ensure that sales and service levels fixed for RMs are met. - Designing, implementing and monitoring the sales and services for Wealth RMs/VP/AVP. - Conducting individual and joint performance reviews with Circle functionaries. - Performance measurement of RMs, coaching and mentoring the RMs and Acquisition Teams. - Achieving desired customer satisfaction levels and ability to retain existing portfolio of the customers and achieve targeted growth. - Liaison with other Departments and Outside Agencies to have Best in Class Technology driven Solutions. Key Responsibility Areas (KRAs) for the Post: 1. Sales: - Achieve the sales target for the Wealth Management Business. - Managing the Zonal Heads and Regional Heads ensuring achievement of budgets by their RM Teams. 2. Compliance: - Ensuring compliance of guidelines, systems & procedures are followed by the Relationship Managers team. - Ensure all customer instructions are executed on the same day. - Ensure the teams have necessary certification to comply with SEBI/IRDA instruction. 3. Training and Development: - Ensure all Sales teams are properly trained and arrange for Investment seminars to spread financial awareness. - Arranging Customer Meets and launching Campaigns. - Ensuring Customer Satisfaction. 4. Knowledge sharing: - Arranging investment session/ meeting. - Any other matter, as may be entrusted by the Bank from time to time.