Job Summary:

We are seeking a dynamic and results-driven professional 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 creative solutions for clients.

Compliance & Risk Management:

- Ensure adherence to regulatory guidelines, internal policies, and ethical practices in all operations.

- Monitor client transactions and ensure proper documentation to mitigate risks.

- Stay updated on compliance requirements and provide training to the team.

Requirements

Key Skills & Competencies:

- Proven track record in wealth management, with deep expertise in HNI/UHNI client acquisition and retention.

- Strong leadership and team management skills with the ability to motivate and drive a high-performance team.

- In-depth knowledge of financial products, portfolio management, and investment strategies.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to adapt to market dynamics and align strategies to achieve business objectives.

Educational Qualifications:

- Graduate/Postgraduate in Finance, Business Administration, or related fields.

📌 Regional Head - Wealth Management (HNI) (Delhi)
🏢 XpertReach
📍 Delhi