Regional Head – Wealth Management – BFSI Unidus Services

The Corporate Institute; Chennai District; On-site; INR 4,000,000 - 9,000,000; Full time

Job summary

The Corporate Institute is seeking a Regional Head Wealth Management to lead and grow its wealth business across the assigned region in India. You will drive AUM, revenue growth and client acquisition of HNI/UHNI clients while ensuring top-notch service and regulatory compliance.

The ideal candidate has an MBA/PGDM/PGDBA, relevant certifications, and proven leadership of regional teams such as Wealth Managers and Relationship Managers to expand distribution and profitability.

Qualifications

• MBA/PGDM/PGDBA required.
• Relevant NISM/AMFI certifications preferred.

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 and 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 support teams.

Skills

P&L ownership

HNI/UHNI client acquisition

Team leadership

Wealth management product knowledge

Education

MBA/PGDM/PGDBA or equivalent

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 and 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 support teams.

Qualification:

• MBA, PGDM, PGDBA or equivalent.
• Relevant NISM/AMFI certifications preferred