Coverage: South India - Tamil Nadu, Karnataka, Andhra Pradesh, Telangana & Kerala (Tier 1 & Tier 2 cities)

Experience: 18+ years in Financial Services with a strong track record in sales, business development, and leadership. Candidates must have 8+ years of experience leading client-facing teams.

Age Preference: 38-45 years

About the Role:

We are looking for an experienced Regional Head to lead and expand our South India business. This is a senior leadership role with dual responsibility for driving regional growth while managing a portfolio of Ultra High Net Worth (UHNI) clients.

The role requires a proven leader with extensive experience in Wealth Management, Private Banking, Family Office, or Financial Services who can build high-performing teams, develop new markets, and establish long-term relationships with business owners, promoters, and affluent families across South India.

Reporting directly to senior leadership, you will play a key role in defining the regional growth strategy and scaling the business.

Key Responsibilities:

1. Regional Business Leadership:

- Own the regional revenue and Assets Under Management (AUM) targets for South India.

- Develop and execute the regional business strategy across Tier 1 and Tier 2 cities.

- Identify high-potential markets, client segments, and business opportunities.

- Strengthen market presence through strategic networking, community engagement, and partnerships.

- Drive expansion into emerging wealth markets including Coimbatore, Madurai, Vijayawada, Mysuru, Mangaluru, Kochi, Thrissur, and other key cities.

- Collaborate with senior leadership on business strategy, hiring, and market expansion initiatives.

2. Team Leadership:

- Recruit, build, and lead a high-performing team of Client Partners across South India.

- Coach and mentor team members to achieve business objectives and career growth.

- Drive a culture of accountability, collaboration, and high performance.

- Monitor sales pipeline, business reviews, and CRM discipline.

- Partner with investment, operations, and product teams to ensure seamless client delivery.

3. Client Relationship Management:

- Acquire and manage relationships with Ultra High Net Worth (UHNI) families, promoters, entrepreneurs, and business owners.

- Deepen existing client relationships through advisory-led engagement.

- Cross-sell investment, wealth advisory, tax, succession planning, estate planning, philanthropy, and related advisory services.

- Act as the senior escalation point for complex client relationships.

Ideal Candidate Profile:

Candidates should currently be working in one of the following:

- Regional or Zonal Head within Wealth Management, Private Banking, or Retail Banking.

- Senior Private Banker, Cluster Head, or Senior Relationship Manager with leadership experience.

- Regional Business Head from a Wealth Management firm, AMC, Family Office, or Financial Distribution business.

- Regional Head from an NBFC, Housing Finance Company, or Structured Finance business with strong promoter relationships.

Mandatory Requirements:

- 18+ years of experience in Financial Services.

- Minimum 8 years of experience managing client-facing teams.

- Strong business development and sales orientation.

- Established network of UHNI clients across South India.

- Demonstrated experience managing regional P&L and driving business growth.

- Deep understanding of Wealth Management products including Equity, Debt, Mutual Funds, PMS, AIFs, Structured Products, Insurance, and Alternative Investments.

- Strong understanding of capital markets and macroeconomic trends.

- Excellent leadership, stakeholder management, and people development skills.

- Ability to build and scale teams across multiple geographies.

- Strong knowledge of South Indian business communities and regional market dynamics.

- High ethical standards, integrity, and client-first approach.