Affluent Banking : Outbound Channel | Wealth Head (VP Grade)

Apply Now Refer Candidate
Key Responsibilities:
  • Manage Affluent segment client growth strategy for Burgundy Private, Burgundy and Priority account acquisitions, qualified client growth along with deepening of wallet through Investment / Insurance / FX penetration in the account.
  • Identify opportunities to expand reach and business footprint.
  • Own the affluent and emerging affluent segment in the wealth space and responsible to drive and acquisition business plan
  • Design and implement Early Engagement strategy to activate accounts on Investment, Insurance and Fx
  • Optimize cross sell opportunity for credit cards, mortgage and business lending
  • Primary interface with product group, segment, Digital teams, marketing, finance, risk and research
  • Work closely with segment & product team for curating exciting offers and customer benefit programs
  • Work closely with the Acquisitions Marketing and Merchandising team to drive affluent events for prospecting and lead generation
  • Responsible for Sales Planning and work force capacity planning
  • Training content development and deployment
  • Weekly and Monthly performance dashboard preparation
  • Ensure seamless customer on-boarding
  • Regular Interface with Head Corporate Salary, Sky & Affluent Sales to drive and implement key acquisitions initiatives
  • Deepening of Wallet - Work on initiatives to improve DII, Investment, Insurance penetration and QCG
  • Cross Sell - Ensuring Cross sell of all Products like Cards, Investments and Mortgage
  • Monthly reiteration of Dos and Donts and create a strong culture of controls and compliance within the team.
  • Keep the team updated on lessons learnt
  • Ensure lowest TAT & FTR for the location
  • Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation.
  • Drive high performance culture amongst the team and create an environment congenial for people to share best practices for the overall growth of the team.
  • Review people performance in a structured / periodical manner and outline a process to review feedback
  • Identify training opportunities and enable trainings to constantly upskill the team.
  • Discipline in Trainings; Certifications; HR related timelines adherence
  • Ensure adherence to operational risk controls and accuracy of procedures in day-to-day sales management
  • Identify business risks and engage with all stakeholders in order to correct them and take preventive/corrective action as appropriate.
Role Proficiencies:
  • MBA / Postgraduate from a recognized institute
  • 12+ years of experience required
  • Strong leadership skills
  • Strong relationship skills
  • Collaborative approach
  • Wealth Management
  • Superior planning, organizing, strategic thinking capabilities
  • Digital platform competency
  • Ability to break complex/abstract goals into small executable parts
  • Strong communication and presentation skills
  • Experience:

    12 - 15 Years

  • Salary:

    38 LPA - 40 LPA

  • Diversity Candidate:

    No

  • Location:

    Goregaon, Mumbai

  • Address:

    Goregaon, Mumbai

  • Primary Skills:

    Affluent, Outbound Channel, HNI, Wealth management,

  • Industry:

    Banking/Mortgage

  • Job Type:

    Full time

  • Degree:

    Post Graduate

Newest Jobs

Companies hiring

Company-Image
Company-Image
Company-Image
Company-Image
Company-Image
Company-Image
Company-Image
Company-Image
Company-Image
Company-Image

Insights and Advice

Check All Blogs
Blog-image

Empowering Women in the Banking Sector: Opportunities for Freshers and Experienced Professionals

In today's dynamic job market, the banking sector offers exciting opportunities for women a ...

Read More

Blog-image

Accounting and Finance Jobs for Freshers with Qween

Are you a recent graduate eager to kickstart your career in accounting and finance? Look no fur ...

Read More

Blog-image

Mind the Gap: Strategies for Career Progression in Male-Dominated Industries

In India, the narrative around women in the workforce is changing. We're seeing a rise in f ...

Read More

Blog-image

Understanding Different Interview Formats: Virtual, Panel, and Behavioral

In the dynamic world of job hunting, interviews are the gateways to career opportunities. Each ...

Read More

Looking for job opportunities? Look no further, join QWEEN and start applying for jobs. It's 100% FREE!

Lets Start Working
Quick Links
Latest Blogs
Contact Us
Subscribe Newsletter


Copyrights © Qween, Terms & Conditions | Privacy