Responsibilities

- Leadership & Team Management: Recruit, develop, and lead a team of Wealth Managers.
- Leadership & Team Management: Provide continuous training, mentoring, and performance coaching.
- Leadership & Team Management: Drive a culture of accountability, high ethics, and client-centricity.
- Business Development & Sales Management: Ensure Wealth Managers achieve their assigned business targets.
- Business Development & Sales Management: Monitor performance metrics and implement strategies to improve productivity.
- Business Development & Sales Management: Drive acquisition of current 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.




- Client Experience & Service Quality: Strengthen client relationships through periodic reviews and engagement.
- Client Experience & Service Quality: Resolve escalations and maintain superior client satisfaction.
- Strategic & Operational Responsibilities: Align the region's business plans with organizational goals.
- Strategic & Operational Responsibilities: Execute management's growth strategy for the Mumbai region.
- Strategic & Operational Responsibilities: Ensure adherence to compliance, regulatory norms, and internal guidelines.

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