Regional Head - South India (Wealth / Family Office)

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 2,500,000 - 6,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Regional Head for South India with full P&L accountability. You will own revenue and AUM targets, define GTM strategies across Tamil Nadu, Karnataka, Andhra Pradesh, Telangana and Kerala, and lead a team of Client Partners.

The role demands senior wealth management leadership, strong networks in private banking, and the ability to onboard UHNI families while cross-selling the full advisory suite.

Qualifications

• Target backgrounds include 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.

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 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.

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.