Zonal Head- Wealth Mangement/Institutional Services

JITO; Kolkata District; On-site; INR 1,500,000 - 2,400,000; Full time

Job summary

JITO is seeking a Zonal Head – Wealth Management to lead the regional wealth management and institutional services in Kolkata. This senior role focuses on driving revenue growth, expanding AUM, and building a high-performing sales team onsite.

Ideal candidate has executive experience in wealth management, leadership, and a proven track record in institutional sales, with strong client relationship skills and regulatory compliance awareness.

Qualifications

• Executive-level leadership overseeing wealth management for a zone.
• Drive revenue growth, build client relationships, and ensure regulatory compliance.
• Minimum five years of Institutional sales experience.

Responsibilities

• Drive Overall Sales Growth
• Lead and Manage the Regional Sales Team
• Develop Regional Sales Strategy
• Monitor Business Performance
• Build Strong Client Relationships
• Collaborate with Internal Teams

Skills

Leadership

Client management

People management

Communication

Interpersonal skills

Financial markets knowledge

Investment products

Sales development

Job description

Zonal Head- Wealth Mangement/Institutional Services

Job Type: FullTimePermanent

Location: Kolkata

Work Mode: Onsite

Experience: Executive

Travel Requirements:

Skills:

leadership, Client Management, People management, Communication, Interpersonal skills

strong knowledge of financial markets and investment products

sales and business devlopment

The position of Zonal Head – Wealth Management is a senior leadership role within a financial services or wealth management organization. The primary objective of this role is to lead the business operations of an assigned geographical region (zone), drive revenue growth, build strong client relationships, manage high-performing sales teams, and contribute towards the organization's overall profitability. Zonal Head acts as the face of the organization within the assigned territory. He/ She will be responsible for ensuring that the regional business consistently achieves revenue, Assets Under Management (AUM), and profitability targets while maintaining excellent customer service and regulatory compliance. This position requires extensive experience in wealth management, financial products, leadership, relationship management & minimum five years of Institutional sales experience.Purpose of the RoleThe primary purpose of the role is to:Increase the company's business across the assigned zone.Expand the client base.Increase Assets Under Management (AUM).Build a strong sales team.Strengthen relationships with clients and institutional partners.Support investment banking opportunities through industry networking.Ensure all business activities comply with regulatory requirements.The Zonal Head is accountable for both strategic planning and day-to-day business performance.

Responsibilities

• Drive Overall Sales Growth
• Lead and Manage the Regional Sales Team
• Develop Regional Sales Strategy
• Monitor Business Performance
• Build Strong Client Relationships
• Collaborate with Internal Teams