Regional Head

Regional Head Wealth Management

Job Purpose
To lead and grow the Wealth Management business across the assigned region by driving AUM/revenue growth, HNI/UHNI client acquisition, team productivity, distribution expansion and profitability, while ensuring high-quality client servicing and regulatory compliance.

Key Responsibilities

• Own the P&L, revenue and business growth for the assigned region.
• Drive acquisition and deepening of HNI/UHNI client relationships.
• Lead, mentor and manage Cluster Heads / Wealth Managers / Relationship Managers.
• Develop and strengthen the regional distribution network and market presence.
• Drive AUM, revenue, client acquisition, wallet share and profitability targets.
• Build relationships with HNI/UHNI clients and support the team in large-ticket acquisitions.
• Review team performance and implement corrective strategies to improve productivity.
• Monitor portfolio performance, business analytics and revenue trends.
• Promote appropriate wealth products including Mutual Funds, PMS, AIFs, Bonds, Structured Products and other investment solutions.
• Develop acquisition strategies through corporates, referrals, external channels and market networks.
• Ensure excellent client experience, retention and relationship deepening.
• Ensure adherence to RBI/SEBI/AMFI/NISM and internal compliance requirements.
• Work closely with Product, Investment Advisory, Operations and

Qualification:

• MBA/PGDM/PGDBA or equivalent.
• Relevant NISM/AMFI certifications preferred