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Client –One of the Leading Bank
Position:-Head Insignia Preferred Banking
Location:– Mumbai
Job Description –Head Insignia Preferred Banking
Education : MBA / Post Graduate Degree in Financial discipline
AMFI / NISM certified preferred
Experience :15 years + experience in Relationship Management, Branch Banking, Wealth Products, with minimum 7 years’ experience in managing teams
Key Skills :
Sales Management, Strong interpersonal and communication skills
Exceptional leadership and team management skill
Good networking skills – ability to start relationships and build rapport
Ability to strategize and deliver business goals
Experience in financial services – knowledge of Banking, wealth management / Trade &fx domain,
Process Orientations – self-discipline to adhere to laid down processes
Have High integrity and professional value
Have passion for selling and entrepreneurial orientation
Ability to build a Granular Business
Key Roles :
Leading, guiding and mentoring teams of Insignia Preferred Banking Team leaders and Relationship Managers
Managing and enhance Insignia program to deliver better client experience
Strategic planning and implementation to achieve business goals
Manage Client experience through Service Delivery Managers
Ensuring team focus and consistent delivery across all products as per defined vectors – Balance-sheet, Fx, Investment & Insurance, asset products
Delivery of Cost : Income Ratios
Effectively manage and motivate teams
Hiring and retaining of competent team members
Overall Portfolio analysis and alignment with client needs
Ensuring adherence to Compliance processes and guidelines
Coordination with other departments / Product heads to maximize business opportunities.