Regional Head – Wealth Management ConsultBae

The Corporate Institute; Chennai District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

The Corporate Institute is seeking a Regional Head – Wealth for Chennai & Hyderabad. The role requires strong leadership to drive Wealth Management operations, business development, and client satisfaction while ensuring compliance and risk controls.

You will oversee portfolio performance, modelling, and analytics, guiding a team across the region. Key focus areas include driving growth, managing high-net-worth client relationships, and delivering MIS reporting while maintaining cost efficiency

Qualifications

• 12+ years of relevant experience in wealth management or financial services.
• Demonstrated leadership in multi-unit Wealth Management operations.
• Experience in business development, portfolio performance analysis, and risk management.

Responsibilities

• Develop strategic plans for Wealth Management in the region and meet business objectives.
• Monitor performance metrics, productivity, and implement improvements; oversee new product initiatives for WM clients.
• Lead a team of cluster heads and relationship managers, focusing on growth, acquisition, and retention of high-net-worth clients.
• Ensure compliance with industry regulations and internal policies across the region.

Job description

Regional Head – Wealth (Chennai & Hyderabad)

Experience: 12+ Years

Mode: WFO – 5.5 days

Location: Chennai & Hyderabad

Job Purpose:

As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, the aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics.

Business Development:

• To develop the strategic plan for Wealth Management to meet business objectives.
• Monitor and analyze performance metrics including manpower productivity and suggest/implement improvements.
• Direct product development efforts and oversee successful implementation of new products and services tailored for Wealth Management clients.
• Develop distribution model which should be cost effective and helpful in growing business rapidly, DSA business expansion, and control on cost of acquisition.
• To meet the Business/sales targets for the region on monthly, quarterly and annual basis Volume (nos.), MS (%) and Turnover (Rs).
• To coordinate and ensure the collection targets on daily, weekly and monthly basis.
• Timely FI and disbursement of finance to the customers and to do appraisal/review of performance of TCFSLs team in the region.
• Target achievement, customer satisfaction level, and build client relationship internal and external.
• Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients.
• Ensure availability of adequate MIS and reporting tools.
• Attrition control of customers.

Risk Management:

• Implement risk management strategies to ensure compliance with industry regulations, internal policies, and ethical standards.
• Oversee the identification, assessment, and mitigation of potential risks within the region’s wealth management operations.

Team Management:

• Lead a team of Cluster Heads and relationship managers providing direction, mentorship, and performance management to drive cohesive regional operations.
• Foster a collaborative and high-performance team culture, ensuring individual and collective growth and success.
• Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions.