Regional Sales Manager - BFSI

Description:

• Work Level: Senior Leadership.
• Core: Communication Skills, Team Player, Result Driven, Collaboration.
• Leadership: Allocation of Resources, Delivering Results, Coaching & development Next generation Leadership, Identify Trends.
• Industry Type: Broking Financial Services.
• Function: Zonal Sales Manager (B2C).
• Education: PG/ Master.
• Note: This is a requirement for one of the Workassist Hiring Partner.

Primary Responsibility:

• The Reional Head will be responsible for leading and growing the Wealth Management business across the entire West Bengal region.
• The role focuses on driving revenue, managing teams, expanding the client base, and strengthening the firms presence in the regional market.

Key Responsibilities:

• Own and drive the end-to-end Wealth Management business for the West Bengal zone.
• Achieve AUM, revenue, client acquisition, and profitability targets.
• Lead, mentor, and develop Relationship Managers, Branch Heads, and sales teams.
• Build and maintain strong relationships with HNI / UHNI clients.
• Be actively involved in strategic client engagements and large-ticket deal closures.
• Identify and execute regional expansion and new branch opportunities.
• Drive product penetration across Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
• Ensure strict adherence to compliance, risk, and regulatory guidelines.
• Track market trends, competitor activity, and evolving client needs.
• Provide regular MIS, performance updates, and strategic insights to senior management.

Key Skills & Competencies:

• Strong leadership and people management capabilities.
• Excellent relationship management and negotiation skills.
• Deep understanding of wealth management products and solutions.
• Strategic thinking with strong execution focus.
• Results-driven and business-oriented mindset.
• Strong knowledge of the West Bengal market and client ecosystem.

What we are looking For:

• High energy people who understand the Wealth management space and are looking to be part of a founding team that will define the next Generation Wealth Management company.
• High empathy, low ego, strong ethics.
• Clear, jargon-free communication.
• Strong service mindset and relationship orientation.
• Comfort with CRM and technology tools.
• Long-term commitment and stability.
• Team-first attitude and willingness to learn.

What we do not want:

• Transactional attitudes, aggressive selling, job hopping, poor documentation discipline, low tech affinity.

Company Description:

• Workassist is an online recruitment and employment platform based in India, connecting job seekers and employers across various industries through e-recruitment technology.
• The platform caters to different experience levels and industries like Banking & Finance, Sales & Marketing, IT, Healthcare, and more.
• Workassist strives to provide the best opportunities for job seekers and the best talent for employers globally.
• Visit for a seamless job search experience.
• (Note: There are many more opportunities apart from this on the portal.
• Depending on the skills, you can apply for them as well).
• So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today.
• We are waiting for you!.