Lead NRI & HNW business for North & West India, driving acquisition, AUM, revenue, and portfolio growth. Manage and develop a dispersed RM team, partner cross-functionally, ensure regulatory compliance and risk controls, and deliver superior customer engagement across liabilities, investments, forex, insurance, and lending.
- The Head - NRI & HNW (North & West) is responsible for driving business growth, portfolio management, and customer acquisition across the NRI and High Net Worth (HNW) segments in the North & West region.
- The role leads a team of Relationship Managers to deliver liabilities, wealth, investment, and lending objectives while ensuring superior customer engagement, regulatory compliance, and service excellence.
Managerial Responsibilities:
- Provide strategic leadership for the West & North NRI & HNW, owning business performance across liabilities, wealth, investments, forex, and lending.
- Lead and develop a geographically dispersed RM team, ensuring achievement of acquisition, AUM, revenue, and portfolio growth targets.
- Build strong stakeholder partnerships, enhance customer engagement, identify market opportunities, and drive operational excellence while maintaining robust compliance and risk management practices.
Functional Responsibilities:
- Drive the growth and profitability of the NRI & HNW business across West & North India by delivering targets on liabilities, AUM, investments, insurance, forex, and lending products.
- Lead acquisition of affluent and NRI customers through market mapping, referral generation, and relationship-led sales strategies.
- Deepen existing client portfolios through wealth solutions, cross-sell opportunities, and enhanced wallet share.
- Monitor regional business performance, pipeline conversion, productivity, and portfolio quality through regular reviews.
- Partner with Wealth, Product, Operations, Service, Risk, and Branch Banking teams to deliver superior customer experience and business outcomes.
- Build strategic relationships with key clients, influencers, and NRI communities while ensuring adherence to regulatory requirements, audit standards, risk controls, and governance frameworks.
Experience: 18 - 20 years
Qualification: Graduation/ MBA
CSB Bank Mumbai, Maharashtra, IND Office
CSB Bank Limited Mumbai Office, Siroya Center, 1st, 2nd and 3rd Floor, Sahar Airport Road, Andheri East, Mumbai, Maharashtra, India, 400099
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