Area Head - Mumbai, India - Waytogo Consultants

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    Manages a team of Wealth Relationship Managers

     Leading, guiding and mentoring team of Banking Managers

     Strategic planning and implementation to achieve business goals

     Enhancing engagement of High Net Worth Customer through joint calls with RMs

     Ensuring team focus and consistent delivery across all products as per defined vectors –

    Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade Forex

     Monitoring & reviewing Relationship Manager's Portfolio quality and hygiene metrics

     Achievement of Relationship Manager Targets

     Effectively manage and motivate team

     Hiring and retaining of competent team members

     Portfolio analysis with RMs and alignment with client needs

     Ensuring 360° client engagement – "Total Client Ownership"

     Working closely with other Business Units, Regional level sales team and Branch Team to

    leverage Cross-sell opportunities

     Ensuring adherence to Compliance processes and guidelines

     Coordination with other departments to ensure an enabling work environment and

    infrastructure for the team