We are currently hiring for a leadership role for the position of
Regional
Head – Wealth
.

Please find the key details below for your review:

Role:
Regional Head – Wealth

Location:
Mumbai, Pune, Delhi, Kolkata, Jaipur, Jamshedpur, Guwahati

Experience Required:
10-23 years in Wealth Management / Financial Services

Job Purpose:

The role involves leading wealth management activities for the assigned region, driving revenue growth, expanding market share, and delivering exceptional service to HNI and Ultra HNI clients. .

Key Responsibilities:
- Manage and grow relationships with HNI and Ultra HNI clients
- Provide customised financial and investment solutions
- Conduct market research and provide portfolio insights
- Drive revenue, AUM growth, and client acquisition targets
- Lead, mentor, and manage a team of Relationship Managers




- Ensure high standards of client servicing and compliance

Key Skills:
- Strong client relationship management
- Leadership and team handling experience
- Financial planning and analytical skills
- Business development and sales orientation

If this prospect aligns with your experience and career goals, please share your updated resume along with the below details:

Candidate Details:
- Current Role:
- Total Experience:
- Current Company:
- Current CTC (Fixed + Variable):
- Expected CTC:
- Current Location:
- Notice Period:
- Any Offers in Hand:
- Relevant Experience:
- Reason for Job Change:
- AUM Size:

Additionally, feel free to refer someone suitable for this opportunity.

📌 Cluster/Regional Head – Wealth Role (Mumbai)
🏢 Next Generation Technology Solutions
📍 Mumbai