Regional Head - South India (Wealth / Family Office)

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 12,000,000 - 18,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Regional Head for South India with full P&L accountability to drive revenue and AUM growth across Tamil Nadu, Karnataka, Andhra Pradesh, Telangana and Kerala. Lead regional GTM efforts, build brand via networks, and mentor Client Partners while onboarding UHNI families.

Ideal candidates bring senior leadership experience in private banking or wealth management, with a proven regional management track record and strong UHNI relationships.

Qualifications

• Experience in leadership roles overseeing wealth management or private banking teams.
• Strong ability to build and maintain UHNI client relationships.

Responsibilities

• Own and deliver South India revenue and AUM targets with full P&L accountability.
• Define and execute regional go-to-market strategy across Tier 1 and Tier 2 cities in South India.
• Build brand presence through industry networks, community engagement and thought leadership.
• Drive expansion into Tier 2 markets including Coimbatore, Madurai, Vijayawada, Mangaluru, Mysuru, Kochi and Thrissur.
• Recruit, mentor and lead a team of Client Partners across South India.
• Personally prospect and onboard UHNI families including industrialists, promoters, senior professionals and first-generation wealth creators.
• Cross-sell the full advisory suite covering financial advisory, tax, legal, succession, philanthropy and lifestyle management.
• Act as escalation point and senior relationship custodian for complex client situations.

Skills

Leadership

Strategic planning

Relationship management

Job description

A multi-family office is hiring a Regional Head for South India with full P&L accountability.

Key responsibilities:

• Own and deliver South India revenue and AUM targets with full P&L accountability
• Define and execute the regional go-to-market strategy across Tier 1 and Tier 2 cities in Tamil Nadu, Karnataka, Andhra Pradesh, Telangana and Kerala
• Build brand presence through industry networks, community engagement and thought leadership
• Drive expansion into Tier 2 markets including Coimbatore, Madurai, Vijayawada, Mangaluru, Mysuru, Kochi and Thrissur
• Recruit, mentor and lead a team of Client Partners across South India
• Personally prospect and onboard UHNI families including industrialists, promoters, senior professionals and first-generation wealth creators
• Cross-sell the full advisory suite covering financial advisory, tax, legal, succession, philanthropy and lifestyle management
• Act as escalation point and senior relationship custodian for complex client situations

Target backgrounds: Regional or Zonal Banking Head from private bank wealth or private banking; Senior Private Banker or Cluster Head with a UHNI book; Senior Wealth or Distribution Leader with regional P&L; NBFC or financial services Regional Head with business family relationships across South India.