Head - Sales - Wealth Management & Premier Banking

Contractual Role: 5 years and renewable for another 4 years at the discretion of the bank.

Last date to apply: 21/10/2026.

Age Limit: 40 to 52 Years.

Location: Mumbai.

Post-Qualification Experience:

Essential Experience:

• Minimum 15 Years of experience in managing sales team in Wealth Management / Retail Banking / AMCs.
• Out of which minimum 8 years of experience in leading a large team of Relationship Managers and Team Leads preferably in Wealth Management Firms or Asset Management Companies (AMCs).

Preferred Experience:

• Should have managed large Management Team.
• Excellent knowledge of equity products, PMS, AIF, Mutual Funds and Advisory.
• Should have exposure to CRM.
• Proven track record of high performance and leadership.
• Should have relevant work experience at a national level with large Wealth Management organisations.
• Should have managed a large team of relationship managers & Team Leads at a national level.

Job Profile:

• Defining and implementing marketing strategies for Wealth Management in line with corporate vision.
• To ensure that sales and service levels fixed for RMs are met.
• Designing, implementing and monitoring the sales and services for Wealth RMs/VP/AVP.
• Conducting individual and joint performance reviews with Circle functionaries.
• Performance measurement of RMs, coaching and mentoring the RMs and Acquisition Teams.
• Achieving desired customer satisfaction levels and ability to retain existing portfolio of the customers and achieve targeted growth.
• Liaison with other Departments and Outside Agencies to have Best in Class Technology driven Solutions.

Key Responsibility Areas (KRAs) for the Post:

1. Sales:

• Achieve the sales target for the Wealth Management Business.
• Managing the Zonal Heads and Regional Heads ensuring achievement of budgets by their RM Teams.

2. Compliance:

• Ensuring compliance of guidelines, systems & procedures are followed by the Relationship Managers team.
• Ensure all customer instructions are executed on the same day.
• Ensure the teams have necessary certification to comply with SEBI/IRDA instruction.

3. Training and Development:

• Ensure all Sales teams are properly trained and arrange for Investment seminars to spread financial awareness.
• Arranging Customer Meets and launching Campaigns.
• Ensuring Customer Satisfaction.

4. Knowledge sharing:

• Arranging investment session/ meeting.
• Any other matter, as may be entrusted by the Bank from time to time.