Website Unidus Services
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
To apply for this job please visit www.iimjobs.com.
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