Responsibilities

- Leadership & Team Management:
- Recruit, develop, and lead a team of Wealth Managers.
- Provide continuous training, mentoring, and performance coaching.
- Drive a culture of accountability, high ethics, and client-centricity.

- Business Development & Sales Management:

- Ensure Wealth Managers achieve their assigned business targets.
- Monitor performance metrics and implement strategies to improve productivity.
- Drive acquisition of recent clients and expansion of wallet share within existing clients.

- Client Experience & Service Quality:

- Ensure that all clients receive high-quality, proactive, and compliant advisory services.
- Strengthen client relationships through periodic reviews and engagement.
- Resolve escalations and maintain superior client satisfaction.

- Strategic & Operational Responsibilities:

- Align the region's business plans with organizational goals.
- Execute management's growth strategy for the Mumbai region.
- Ensure adherence to compliance, regulatory norms, and internal guidelines.

Requirements
- Minimum 10 years of experience

📌 Regional Head , Affluent Wealth (Navi Mumbai)
🏢 Quick Turtle
📍 Navi Mumbai