Regional Head , Affluent Wealth

Responsibilities

• Leadership & Team Management: Recruit, develop, and lead a team of Wealth Managers.
• Leadership & Team Management: Provide continuous training, mentoring, and performance coaching.
• Leadership & Team Management: Drive a culture of accountability, high ethics, and client-centricity.
• Business Development & Sales Management: Ensure Wealth Managers achieve their assigned business targets.
• Business Development & Sales Management: Monitor performance metrics and implement strategies to improve productivity.
• Business Development & Sales Management: Drive acquisition of new clients and expansion of wallet share within existing clients.
• Client Experience & Service Quality: Ensure that all clients receive high-quality, proactive, and compliant advisory services.
• Client Experience & Service Quality: Strengthen client relationships through periodic reviews and engagement.
• Client Experience & Service Quality: Resolve escalations and maintain superior client satisfaction.
• Strategic & Operational Responsibilities: Align the region's business plans with organizational goals.
• Strategic & Operational Responsibilities: Execute management's growth strategy for the Mumbai region.
• Strategic & Operational Responsibilities: Ensure adherence to compliance, regulatory norms, and internal guidelines.

Experience

Minimum 10 Years

Education

MBA, CFA

Skills and Competencies

• Regional Head - Wealth
• Financial Planning
• Investments
• Mutual Funds
• PMS
• AIF
• Equity Broking
• Insurance
• Strong leadership, communication, and people-management skills.
• Proven ability to lead teams and deliver business numbers consistently.
• Good understanding of financial markets, Equity & Investment products, and client advisory.