Regional Wealth Manager - South

Role Overview

We are seeking a seasoned Regional Wealth Manager to spearhead client acquisition and business development in South India, covering Karnataka, Tamil Nadu, Andhra Pradesh, and Kerala. The ideal candidate will have extensive experience in wealth management, with a strong network among HNI/UHNI clients and distributors/ IFAs and the ability to drive business growth.

Key Responsibilities

Client Acquisition and Relationship Management

- Identify, engage, and acquire HNI and UHNI clients across the southern region.

- Build and maintain long-term relationships with clients to drive loyalty and retention.

Business Development

- Develop and implement strategies to target potential investors and achieve sales targets.

- Develop and strengthen relationships with National distributors and IFAs

- Represent the company's offerings, focusing on Bitcoin ETFs, Ethereum ETFs, and other regulated digital asset management products.

Regional Market Expertise

- Leverage in-depth knowledge of the South Indian market to identify opportunities and trends.

- Leverage in-depth knowledge of the South Indian market to identify opportunities and trends.

- Build and maintain relationships with regional influencers, family offices, and corporate treasuries.

Client Advisory

- Provide personalized investment recommendations tailored to clients financial goals and risk profiles.

- Educate clients on the advantages of regulated digital assets compared to traditional asset classes.

Compliance and Reporting

- Ensure all client onboarding and transactions adhere to regulatory guidelines and company policies.

- Prepare and present regular reports on sales performance, client feedback, and market conditions.