Job Purpose
Direct Reports (Position Title)
Resources
As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics.
Relationship Manager
Cluster head
Team Size
Direct: 7-14
Indirect Team Size (Onrolls): 4-28
Financial Resources
Book Size: INR
Net interest income:
Main Accountabilities
Qualifications & Experience
Minimum Degree: Postgraduate/ Graduate in any discipline.
Minimum Experience – 7-12 years of Experience
Leadership Competencies:
Ownership
Speed
Passion
Boundaryless Behaviour
Meritocracy
Leadership Effectiveness
Customer Focus
Strategic Capability
Tech Quotient
Cost Consciousness
Adaptive
Empathetic
Collaborative
Analytical
Compliance
Resilient
Decisive and solution-focused
Functional Competencies
TCL shall populate as per the existing grid
Key Decisions taken
Business Development
To Develop the strategic plan for Wealth Management to meet business objectives
Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements
Direct product development efforts and oversee successful implementation of new products and services tailored for Wealth Management clients
Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
To meet the Business/sales targets for the region on monthly, quarterly and annual basis – Volume(nos.) , MS (%) and Turnover( Rs).
To coordinate and ensure the collection Targets on Daily, weekly and monthly basis.
Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL’s team in the region.
Target achievement Customer satisfaction level Build client relationship internal and external."
Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients
Ensure availability of adequate MIS and reporting tools
Attrition control of customers
Risk management
Implement risk management strategies to ensure compliance with industry regulations, internal policies, and ethical standards.
Oversee the identification, assessment, and mitigation of potential risks within the region's wealth management operations.
Team Management
Lead a team of Cluster Heads and relationship managers providing direction, mentorship, and performance management to drive cohesive regional operations.
Foster a collaborative and high-performance team culture, ensuring individual and collective growth and success.
Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions.
Pay: ₹1,400,000.00 - ₹1,600,000.00 per year
Work Location: In person
