Job Title
Regional Head
Business Unit
Private Banking Group
Reporting To
Sr. Regional Head / Sales Head
Job Function and Role Type
Sales, Supervisory
Version No
1.0
Job Purpose
To lead the Private Banking business and teams in a region, ensuring delivery of business results through Senior Advisors and Investment Advisors.
Key Responsibilities
Ensuring Product Mix Weightage
Deliver benchmarked product solutions aligned with customer needs.
Regional PBG Targets across TPP (20%)
Achieve absolute and relative team targets measured by AUM growth, revenue, and new client sign-ons.
Customer Level Profitability objectives from TPP to be met (10%)
Ensure Rs. 100,000 profitability per customer from 80% of the base.
Ensuring Banking Objective of team at overall
Allocate 1.5 hours daily to banking activities and meet key banking objectives.
Activities for Team Building (5%)
Conduct one team-building activity monthly.
Handling nominated tasks in a structured manner with communicated deadlines (5%)
Own tasks, create achievement plans, monitor progress, and escalate delays.
Functional / Industry Knowledge
Stay updated on functional and industry trends.
Developing people and relationships
Set positive examples, guide staff through tasks, and build rapport.
Research Excellence
Maintain strong knowledge in equity and related areas.
Result and Process Orientation
Focus on creating and adhering to measures of excellence.
Strategic Planning
Set clear, achievable goals aligned with broader objectives and monitor progress; Cover Sales Process Across Planning, Guiding; Plan, guide, monitor, and take corrective actions for sales processes.
Cover sales process across planning, guiding,
Marketing Initiative for clients - penetration
Ensure client sign-ons and retention through monthly and quarterly initiatives.
Handling nominated tasks in a structured
Education:
Graduation/Post-Graduation in Marketing, Finance, or CA.
Certifications:
AMFI, NCFM (optional), CAIIB.
Key Competencies
Sales and influencing, relationship management, planning and organizing, communication, knowledge of competition.
Major Stakeholders
Customers, Branch Banking Team, Operations, Product Team, Treasury, Insurance CAM, MF Fund Houses, HSL Personnel.
Reg. Head-Wealth · HDFC Bank