Regional Head, Affluent Wealth

Quick Turtle; Mumbai, Thane, Navi Mumbai; On-site; INR 2,500,000 - 5,500,000; Full time

Job summary

Quick Turtle in Mumbai seeks a strategic leader to recruit, develop, and lead a team of Wealth Managers. You will provide continuous training, mentoring, and performance coaching to drive a culture of accountability, high ethics, and client-centricity.

As Head of Wealth Management, you will align regional business plans with organizational goals, execute growth strategy for the Mumbai region, and ensure compliant advisory services while expanding wallet share and strengthening client

Qualifications

• Proven ability to lead teams and deliver business numbers consistently.
• Strong leadership, communication, and people-management skills.
• Good understanding of financial markets, equity & investment products, and client advisory.

Responsibilities

• 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.
• Ensure Wealth Managers achieve their assigned business targets.
• Monitor performance metrics and implement strategies to improve productivity.
• Drive acquisition of new clients and expansion of wallet share within existing clients.
• 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.
• Align the regions business plans with organizational goals.
• Execute managements growth strategy for the Mumbai region.
• Ensure adherence to compliance, regulatory norms, and internal guidelines.

Skills

Leadership

Communication

People management

Job description

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 new 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 regions business plans with organizational goals.
• Execute managements growth strategy for the Mumbai region.
• Ensure adherence to compliance, regulatory norms, and internal guidelines.

Skills

• 1)Strongleadership, communication, and people-management skills.
• 2)Provenability to lead teams and deliver business numbers consistently.
• 3)Goodunderstanding of financial markets, Equity & Investment products, andclient advisory.