Regional Head - Wealth - Wealth (Chennai & Hyderabad)

Experience: 12+ Years

Mode: WFO- 5.5 days

Location: (Chennai & Hyderabad)

Job Purpose:

As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through team-oriented leadership, creative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an setting of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics.

Business Development
To Develop the strategic plan for Wealth Management to meet business objectives
Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements
Direct product development efforts and oversee successful implementation of new products and services tailored for Wealth Management clients




Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
To meet the Business/sales targets for the region on monthly, quarterly and annual basis – Volume(nos.) , MS (%) and Turnover( Rs).
To coordinate and ensure the collection Targets on Daily, weekly and monthly basis.
Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL’s team in the region.
Target achievement Customer satisfaction level Build client relationship internal and external."
Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients
Ensure availability of adequate MIS and reporting tools
Attrition control of customers

Risk management
Implement risk management strategies to ensure compliance with industry regulations, internal policies, and ethical standards.
Oversee the identification, assessment, and mi

📌 Regional Head Chennai
🏢 Consultbae India
📍 Chennai