Regional Head - Financial Services

Geography : South India - Tier 1 & 2 cities across Tamil Nadu, Karnataka, Andhra Pradesh, Telangana & Kerala

Location : Bengaluru (preferred) or Chennai

Experience : 18+ years in financial services (hardcore sales & leadership) of which 8+ years in leading client-facing teams - non-negotiable

Age : 38 - 45 years

Role Responsibilities :

Regional Business Leadership :

- Own and deliver the South India revenue and AUM targets, with full accountability for the region's business performance.

- Define and execute the regional go-to-market strategy - identifying high-potential geographies, client segments, and community ecosystems across Tier 1 and Tier 2 cities.

- Build Entrust's brand presence in the South through industry networks, community engagement, intermediary relationships, and thought leadership.

- Drive expansion into underpenetrated Tier 2 markets - cities such as Coimbatore, Madurai, Vijayawada, Mangaluru, Mysuru, Kochi, and Thrissur - with a clear deployment plan for Client Partners.

- Work closely with the CEO and national leadership on strategy, hiring, and product development relevant to the South India client base.

Team Building & Leadership :

- Recruit, onboard, and develop a high-performance team of Client Partners across all key cities and towns in South India.

- Set clear performance expectations, coach team members on client engagement and business development, and build a culture of accountability and excellence.

- Mentor mid-level Client Partners to grow into senior relationship roles, and identify future leaders within the team.

- Drive consistent pipeline discipline, review cadence, and CRM hygiene across the team.

- Collaborate with the investment, operations, and product teams to ensure the South team is equipped with the right tools, knowledge, and support.

Personal Client Portfolio :

- Personally prospect and onboard a portfolio of South India's most significant UHNI families - industrialists, promoters, senior professionals, and first-generation wealth creators.

- Manage and deepen existing senior client relationships in the region, ensuring the highest standards of service and trust.

- Introduce and cross-sell the full range of Entrust services - financial advisory, tax, legal, succession, philanthropy, and lifestyle management.

- Act as the escalation point and senior relationship custodian for complex or sensitive client situations in the South.