Key Responsibilities:

1. Regional Business & Sales Strategy:

- Develop and execute regional sales strategies aligned with overall business objectives.

- Own regional revenue, AUM, client acquisition, and profitability targets.

- Identify opportunities to expand the wealth management business across existing and new markets.

- Develop territory-wise plans for client acquisition, relationship deepening, and revenue growth.

- Track market trends, competitor offerings, and changing investor preferences.

2. HNI / UHNI Client Acquisition:

- Drive acquisition of HNI, UHNI, affluent, and institutional clients across the region.

- Build and maintain a strong pipeline of prospective clients through referrals, networks, and market relationships.

- Lead client meetings and high-value business discussions.

- Understand clients' financial objectives, investment preferences, and risk profiles to facilitate suitable wealth solutions.

- Drive client onboarding and ensure a smooth transition into relationship management.

3. Relationship Management & AUM Growth:

- Strengthen relationships with existing high-value clients and increase wallet share.

- Drive growth in Assets Under Management (AUM) through portfolio expansion and additional investments.

- Work closely with Relationship Managers and Investment teams to improve client engagement and retention.

- Identify cross-sell and up-sell opportunities across investment and wealth management products.

- Ensure high levels of client satisfaction and long-term relationship development.

4. Sales Team Leadership:

- Lead and mentor Regional Sales Managers, Relationship Managers, and other client-facing teams.

- Define individual and team targets and establish performance tracking mechanisms.

- Conduct regular pipeline and business reviews to monitor performance.

- Coach teams on client acquisition, consultative selling, relationship management, and product positioning.

- Build a strong performance-driven and client-centric sales culture.

5. Wealth Product & Investment Solutions:

- Develop strong understanding of wealth management products including mutual funds, portfolio management services, alternative investments, bonds, structured products, insurance, and other investment solutions.

- Work with investment specialists to provide clients with relevant investment propositions.

- Ensure product recommendations are aligned with client objectives and risk profiles.

- Keep the sales team updated on market developments, investment products, and business opportunities.

6. Regional Market Expansion:

- Identify high-potential cities, client segments, and market opportunities for business expansion.

- Develop relationships with entrepreneurs, promoters, CXOs, family offices, professionals, and other affluent client groups.

- Build referral networks with external partners and influential stakeholders.

- Drive regional events, client engagement initiatives, and networking opportunities.

7. Business Governance & Compliance:

- Ensure sales activities comply with applicable regulatory and organizational guidelines.

- Monitor sales quality, documentation, client onboarding, and process adherence.

- Maintain accurate sales forecasts, pipeline reports, AUM data, and business MIS.

- Work closely with Operations, Compliance, Investment, and Product teams to resolve client and business issues.

Qualifications & Experience Required:

- MBA / Master's degree in Finance, Marketing, Business Administration, or a related field.

- 10 - 15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services Sales.

- Strong experience managing HNI/UHNI clients and large AUM portfolios.

- Proven track record of achieving regional sales and revenue targets.

- Experience leading Relationship Managers and regional sales teams.

- Strong understanding of investment and wealth management products.

- Excellent client acquisition, networking, negotiation, and relationship management skills.

- Strong understanding of market trends and investment products.

- Excellent communication, presentation, leadership, and stakeholder management skills.

- Willingness to travel extensively across the assigned region.