Head - Affluent Portfolio, Sales Coverage & RM Enablement
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Job Description
Structured overview of role & requirementsAbout This Role
Design and manage affluent Relationship Manager (RM) sales coverage strategy including RM-client loading, scorecards, and productivity benchmarks.
Lead implementation of RM enablement programs covering onboarding, training, certification, and continuous learning to enhance RM performance and retention.
Monitor sales performance, regulatory compliance, risk, and governance to align with business goals and maintain industry standards.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD
Location Requirement: Mumbai, India
Work Type: Office Working (Permanent employment)
Proficiency with Office Suite and experience in financial sales coverage or affluent client management preferred (implied).
Ideal Candidate Profile
Experienced in designing and executing sales coverage strategies specifically for affluent or high net worth clients.
Skilled in managing cross-functional teams and driving RM performance through enablement and incentive programs.
Demonstrates capability in governance, risk management, and regulatory compliance within a financial services environment.