Job Summary:

We are seeking a dynamic and results-driven qualified to join our client, a leading firm in wealth management, as a Regional Head. The ideal candidate will be responsible for driving the region's overall business performance, managing a team of wealth managers, and building robust relationships with HNI clients. The role requires strategic planning, business development, and ensuring seamless service delivery to achieve organizational objectives.

Key Responsibilities:

Strategic Business Development:
- Develop and implement regional business strategies to achieve revenue and profitability targets.
- Identify growth opportunities, market trends, and client needs to expand the client base.
- Collaborate with senior management to align regional goals with organizational objectives.

Client Acquisition & Relationship Management:
- Oversee the acquisition of HNI/UHNI clients and ensure consistent delivery of exceptional client service.
- Build and nurture long-term relationships with key clients to maximize wallet share.




- Conduct periodic reviews with clients to understand their financial goals and offer tailored solutions.

Team Leadership & Management:
- Lead, mentor, and manage a team of wealth managers to drive performance excellence.
- Set performance benchmarks, monitor progress, and provide feedback for continuous improvement.
- Foster a culture of collaboration, accountability, and client-centricity within the team.

Product & Portfolio Advisory:
- Ensure the team provides clients with a comprehensive suite of wealth management products, including mutual funds, PMS, AIF, insurance, and structured products.
- Monitor client portfolios and ensure optimal asset allocation based on risk profiles and financial objectives.
- Collaborate with product teams to design and implement innovative solutions for clients.

Compliance & Risk Management:
- Ensure adherence to regulatory guidelines, internal policies, and ethical practices in all operations.
- Mo

📌 Regional Head (Delhi)
🏢 XpertReach
📍 Delhi