Regional Head (Wealth Management)

Position: Regional Head – Wealth Management
Department: Wealth Management
Function: Sales
Employment Type: Full-Time
Location: Bengaluru
Experience: Minimum 15 Years
CTC: Up to 35 LPA

Job Purpose

The Regional Head – Wealth Management will be responsible for driving regional business growth, leading wealth management operations, and strengthening relationships with High Net Worth Individual (HNI) clients.

The role involves developing and executing strategic business plans, managing regional sales performance, driving client acquisition and retention, overseeing portfolio performance, and ensuring operational efficiency and regulatory compliance.

The incumbent will lead Cluster Heads and Relationship Managers, ensuring achievement of business objectives while building a high-performing team and delivering an exceptional client experience.

Key Responsibilities

1. Business Development & Sales

- Develop and execute strategic business plans to achieve regional wealth management targets.

- Drive business growth through HNI client acquisition, relationship management, and portfolio expansion.

- Achieve monthly, quarterly, and annual business targets.

- Identify new business opportunities and expand distribution channels through effective DSA and other sourcing networks.

- Develop cost-effective distribution strategies and optimise customer acquisition costs.

- Drive cross-selling and upselling of wealth management products and financial solutions.

- Monitor business performance, manpower productivity, and regional sales metrics.

- Ensure effective customer retention and minimise client attrition.

2.



Portfolio Management & Performance

- Oversee portfolio performance analysis and portfolio modelling.

- Monitor portfolio growth and ensure effective management of client investments.

- Develop strategies to improve portfolio performance and client satisfaction.

- Supervise Wealth Managers in acquiring, growing, and retaining HNI relationships.

- Ensure availability of accurate MIS, business analytics, and performance reports.

3. Risk Management & Compliance

- Ensure adherence to regulatory guidelines, internal policies, and compliance standards.

- Identify, assess, and mitigate potential business and operational risks.

- Maintain high standards of ethical business practices and governance.

- Ensure proper monitoring and reporting of regional business activities.

4. Team Leadership & Management

- Lead and manage Cluster Heads and Relationship Managers across the region.

- Drive team productivity through regular performance reviews and target monitoring.

- Recruit, train, mentor, and develop team members.

- Build a strong leadership pipeline through succession planning and talent development.

- Foster a performance-driven, collaborative, and customer-centric work culture.

- Manage team attrition and ensure consistent employee engagement.

Team Size

- Direct Reports: 7–14





- Indirect Team Size: 4–28

Qualifications & Experience

- Graduate or Postgraduate in any discipline.

- Minimum 15 years of relevant experience in Wealth Management, Banking, NBFC, or Financial Services.

- Strong experience in regional sales and business development.

- Proven track record of managing HNI client relationships and driving wealth business growth.

- Prior experience managing Cluster Heads, Relationship Managers, and large sales teams.

- Strong understanding of portfolio management, financial products, and wealth management solutions.

Key Skills & Competencies

- Regional Business Development

- Wealth Management & HNI Client Acquisition

- Sales Strategy & Business Planning

- Portfolio Management & Performance Analysis

- Team Leadership & People Management

- Relationship Management

- Business Analytics & MIS Reporting

- Risk Management & Regulatory Compliance

- Strategic Decision-Making

- Customer Relationship & Retention

- Performance Management

Compensation: Up to 35 LPA, depending on experience and suitability.

Share your CV to or Whatsapp: (phone hidden)

Note: Candidates with relevant experience in HNI/UHNI client management, trading, and client acquisition will be preferred.

Best regards,
HR Team

Staffiaa Services

. Skillset Required: •Ownership •Speed •Passion •Boundaryless Behaviour •Meritocracy •Leadership Effectiveness •Customer Focus •Strategic Capability •Tech Quotient •Cost Consciousness •Adaptive •Empathetic •Team-oriented •Analytical •Compliance •Resilient •Decisive and solution-focused

📌 Regional Head (Wealth Management) (India)
🏢 STAFFIAA
📍 India