Plutus Solutions
Website:
plutussolutions.in
Job details:
We're Hiring: Regional Head – Wealth Management
Are you an experienced sales leader with a strong background in Wealth Management? We are looking for a dynamic Regional Head to lead business growth, manage high-performing teams, and drive customer success across the region. The role requires expertise in business development, portfolio management, team leadership, and achieving regional sales targets.
Job Title
Regional Head – Wealth Management
Experience - 15-20 Years
Employment Type - Full-Time
Key Responsibilities
- Drive regional business growth and achieve monthly, quarterly, and annual sales targets.
- Develop and execute strategic plans for wealth management business expansion.
- Lead and mentor Cluster Heads and Relationship Managers to maximize performance.
- Build and maintain strong relationships with high-net-worth clients.
- Monitor portfolio performance and business analytics to improve productivity.
- Oversee customer acquisition, retention, and distribution strategies.
- Ensure compliance with regulatory requirements and internal policies.
- Manage regional MIS, reporting, and operational excellence.
- Recruit, coach, and develop high-performing teams while planning leadership succession.
Required Skills
- Wealth Management
- Team Leadership
- Business Development
- Sales Strategy
- Portfolio Management
- Client Relationship Management
- Business Analytics
- Performance Management
- Risk & Compliance
- Strategic Planning
Qualifications
- Graduate or Postgraduate in any discipline.
- 15-20 years of experience in Wealth Management, Banking, NBFC, or Financial Services.
- Proven experience leading regional sales teams and achieving business targets.
- Preferred Competencies
- Customer-focused mindset
- Strong leadership and decision-making skills
- Analytical and strategic thinking
- High ownership and accountability
- Excellent communication and collaboration skills
- Adaptable and results-driven
Click on Apply to know more.