Regional Head - Affluent Wealth

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.