:

1.

Business

Development & Revenue Growth:

- Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.

- Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.

- Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.

2. Team Management & Leadership:

- Lead, mentor, and manage a team of Private Wealth Managers.

- Set transparent performance goals and monitor achievements through regular reviews.

- Conduct training sessions to enhance product knowledge and advisory skills of the team.

3.

Client

Relationship & Advisory Services:

- Build and maintain long-term relationships with key HNI/UHNI clients and family offices.





- Provide investment solutions based on risk profiling and financial objectives.

- Ensure best-in-class advisory services and proactive client engagement.

4. Compliance & Risk Management:

- Ensure strict adherence to RBI, SEBI, and NBFC regulatory guidelines.

- Mitigate financial and operational risks by implementing best practices.

- Maintain high standards of ethical conduct and governance in wealth management.

5. Market & Competitor Analysis:

- Stay updated on market trends, investment opportunities, and regulatory changes.

- Conduct competitor benchmarking to refine product offerings and client strategies.

📌 Regional Team Lead-Private Wealth/Delhi/Mumbai
🏢 Acura Solution
📍 Mumbai