Regional Head/Cluster Head – Wealth Management – NBFC Talengage

The Corporate Institute; Jaipur; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

The Corporate Institute seeks a Regional Head / Cluster Head Wealth Management for NBFC, based in New Delhi. You will lead and expand a private wealth portfolio, oversee wealth managers, and drive strategic initiatives while ensuring service excellence and regulatory compliance.

The role requires a strong track record in private wealth, portfolio growth, and client relationship management, with leadership skills to inspire teams and achieve ambitious targets.

Qualifications

• 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking.
• Experience in Private Wealth management and client relationship management.
• Experience in leading teams and achieving financial targets.

Responsibilities

• Manage and expand the portfolio of private wealth clients.
• Oversee a team of wealth managers and ensure high-quality service delivery.
• Develop and implement business strategies; monitor market trends.
• Ensure regulatory compliance and risk controls.
• Achieve financial targets and drive revenue growth.

Skills

Wealth Management

Team Leadership

Portfolio Management

Client Relationship

Financial Products

Regulatory Knowledge

Target Achievement

Education

UG/PG

Job description

Regional Head / Cluster Head Wealth Management for NBFC

Company Description:

Our client is one of the leading NBFC.

Cluster Head / Regional Head Private Wealth.

Experience: 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking.

Location: Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad.

Education UG / PG.

Role Description:

• – This is a full-time on-site role for a Cluster Head / Regional Head Private Wealth in NBFC at Talengage, located in New Delhi.
• – The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery.
• – The role also includes developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements.
• – The ideal candidate will be responsible for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events.
• – Experience in private wealth management, portfolio management, and client relationship management.
• – Proven track record of achieving financial targets and business growth.
• – Strong leadership and team management skills.
• – Excellent knowledge of financial products, market trends, and regulatory requirements.
• – Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
• – (S)he would be a business manager as he would be responsible for P & L of his team.
• – Preferred Banking, Financial Services, Wealth Management.
• – Responsible for development and management of respective teams, comprising Team Leaders, RMS.
• – Handling a team of Relationship Managers/Sr.
• – Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high.
• – Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues.
• – To ensure achievement of acquisition, activation and other Cross sell targets .
• – To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers.
• – To ensure achievement of business and revenue targets attributed for the company.