Regional Head

Unidus Services; Hyderabad, Chennai District, Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Unidus Services in India seeks a Regional Head Wealth Management to lead and grow the business across the assigned region by driving AUM and revenue growth, acquiring HNI/UHNI clients, building a productive team, expanding distribution, and ensuring regulatory compliance.

You will own P&L for the region, mentor Cluster Heads and Wealth Managers, develop distribution networks, monitor performance and analytics, and promote wealth products like Mutual Funds, PMS, AIFs, bonds, and structured

Qualifications

• MBA/PGDM/PGDBA or equivalent is required.
• Relevant NISM/AMFI certifications preferred.
• Strong understanding of wealth management products and markets.

Responsibilities

• Own the P&L, revenue and business growth for the region.
• Drive acquisition and deepening of HNI/UHNI client relationships.
• Lead, mentor and manage Cluster Heads / Wealth Managers / Relationship Managers.
• Develop and strengthen the regional distribution network and market presence.
• Drive AUM, revenue, client acquisition, wallet share and profitability targets.
• Review team performance and implement corrective strategies to improve productivity.
• Ensure adherence to regulatory requirements and internal compliance.

Skills

P&L management

HNI/UHNI clients

Team leadership

Wealth management

Distribution network

Regulatory compliance

Education

MBA/PGDM/PGDBA or equivalent

NISM/AMFI certifications

Job description

Regional Head Wealth Management

Job Purpose

To lead and grow the Wealth Management business across the assigned region by driving AUM/revenue growth, HNI/UHNI client acquisition, team productivity, distribution expansion and profitability, while ensuring high-quality client servicing and regulatory compliance.

Key Responsibilities

• Own the P&L, revenue and business growth for the assigned region.


• Drive acquisition and deepening of HNI/UHNI client relationships.


• Lead, mentor and manage Cluster Heads / Wealth Managers / Relationship Managers.


• Develop and strengthen the regional distribution network and market presence.


• Drive AUM, revenue, client acquisition, wallet share and profitability targets.


• Build relationships with HNI/UHNI clients and support the team in large-ticket acquisitions.


• Review team performance and implement corrective strategies to improve productivity.


• Monitor portfolio performance, business analytics and revenue trends.


• Promote appropriate wealth products including Mutual Funds, PMS, AIFs, Bonds, Structured Products and other investment solutions.


• Develop acquisition strategies through corporates, referrals, external channels and market networks.


• Ensure excellent client experience, retention and relationship deepening.


• Ensure adherence to RBI/SEBI/AMFI/NISM and internal compliance requirements.


• Work closely with Product, Investment Advisory, Operations and

Qualification:

• MBA/PGDM/PGDBA or equivalent.


• Relevant NISM/AMFI certifications preferred