Verified Job
Field Sales
Area Head - Sales - Wealth Business
Field Sales
#725199
Remote / WFH
Amoghaa Advisors
Job Description
Description :
- Managing the CASA book both ERV & NTB & the overall Wealth business.
- Leading, guiding and mentoring a team of Preferred Banking Relationship Managers.
- Managing the overall Trade & FX, Wealth as well as the Asset business of the Insignia team
- Ensuring 360 degree client engagement - total client ownership.
- Working closely with other Business units to leverage cross sell opportunities.
- Ensuring adherence to Compliance processes & guidelines.
- Coordination with other departments to ensure an enabling work environment and infrastructure for the team.
- Strategic planning and implementation to achieve business goals.
- Ensuring team focus and consistent delivery across all products- Balance sheet, FX, Investment, asset products.
- Hiring & retaining of competent team members.
- Portfolio Analysis and alignment with client needs.
Report this listing
- Managing the CASA book both ERV & NTB & the overall Wealth business.
- Leading, guiding and mentoring a team of Preferred Banking Relationship Managers.
- Managing the overall Trade & FX, Wealth as well as the Asset business of the Insignia team
- Ensuring 360 degree client engagement - total client ownership.
- Working closely with other Business units to leverage cross sell opportunities.
- Ensuring adherence to Compliance processes & guidelines.
- Coordination with other departments to ensure an enabling work environment and infrastructure for the team.
- Strategic planning and implementation to achieve business goals.
- Ensuring team focus and consistent delivery across all products- Balance sheet, FX, Investment, asset products.
- Hiring & retaining of competent team members.
- Portfolio Analysis and alignment with client needs.
Report this listing
