Regional Team Lead-Private Wealth/Delhi/Mumbai

Job Description:

1. Business Development & Revenue Growth:

• Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.
• Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.
• Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.

2. Team Management & Leadership:

• Lead, mentor, and manage a team of Private Wealth Managers.
• Set clear performance goals and monitor achievements through regular reviews.
• Conduct training sessions to enhance product knowledge and advisory skills of the team.

3. Client Relationship & Advisory Services:

• Build and maintain long-term relationships with key HNI/UHNI clients and family offices.
• Provide investment solutions based on risk profiling and financial objectives.
• Ensure best-in-class advisory services and proactive client engagement.

4. Compliance & Risk Management:

• Ensure strict adherence to RBI, SEBI, and NBFC regulatory guidelines.
• Mitigate financial and operational risks by implementing best practices.
• Maintain high standards of ethical conduct and governance in wealth management.

5. Market & Competitor Analysis:

• Stay updated on market trends, investment opportunities, and regulatory changes.
• Conduct competitor benchmarking to refine product offerings and client strategies.