Regional Head - Broking Firm

- Regional Head will be responsible for driving business growth across the assigned region by leading both the Sales and Advisory teams

- Identify new business opportunities and ensure cross-sell/upsell across the product suite

- Role involves P&L ownership, ensuring compliance, driving revenue, enhancing productivity, and delivering superior client experience

- Set performance goals, track KPIs, and conduct periodic reviews.

- Recruit, train and mentor branch and advisory staff to drive high performance and service excellence.

- Strengthen relationships with clients through advisory engagement.

- Drive client retention and improve wallet share through high-quality advisory services.

- Oversee the delivery of investment advisory services, ensuring suitability and compliance.

- Monitor portfolio recommendations and client outcomes.

- Support advisors in providing holistic wealth management solutions.

- Implement strategies aligned with organizational goals.

- Monitor competition, market trends and share insights with senior management.