Job Description:

We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions.

- Drive AUM, revenue, and profitability targets for the region.
- Acquire and manage HNI/UHNI client relationships.
- Lead, mentor, and develop a team of Wealth Managers/RMs.
- Cross-sell wealth products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
- Conduct portfolio reviews and provide investment advisory solutions.
- Ensure compliance with regulatory and internal policies.
- Monitor regional performance and implement growth strategies.

Desired Profile / Criteria / Skills :

- MBA/CA/CFA/CFP preferred.
- 10–15+ years of experience in Wealth Management or Private Banking.
- Minimum 7 years of team handling experience.
- Robust HNI/UHNI client network and business development skills.

📌 Regional Head Wealth (Nagpur)
🏢 JobStation
📍 Nagpur