We are looking for a dynamic and performance-driven Regional Head to lead our Affluent Wealth Management business in Mumbai. The ideal candidate will have strong leadership capabilities, deep understanding of wealth management, and a proven track record in building and managing high-performing advisory teams.
Key Deliverables
1) Leadership & Team Management
- Recruit, develop, and lead a team of Wealth Managers.
- Provide continuous training, mentoring, and performance coaching.
- Drive a culture of accountability, high ethics, and client-centricity.
2) Business Development & Sales Management
- Ensure Wealth Managers achieve their assigned business targets.
- Monitor performance metrics and implement strategies to improve productivity.
- Drive acquisition of new clients and expansion of wallet share within existing clients.
3) Client Experience & Service Quality
- Ensure that all clients receive high-quality, proactive, and compliant advisory services.
- Strengthen client relationships through periodic reviews and engagement.
- Resolve escalations and maintain superior client satisfaction.
4) Strategic & Operational Responsibilities
- Align the region's business plans with organizational goals.
- Execute management's growth strategy for the Mumbai region.
- Ensure adherence to compliance, regulatory norms, and internal guidelines.
Role Requirements
- 10-15 years of relevant experience in Wealth Management or Financial Advisory.
- Strong leadership, communication, and people-management skills.
- Proven ability to lead teams and deliver business numbers consistently.
- Good understanding of financial markets, investment products, and client advisory.
Didn’t find the job appropriate? Report this Job
