Regional Head_Ahmedabad

Job Description:

The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive team performance, business growth, and client engagement through effective leadership rather than direct individual contribution. The RH will lead a multi-layered team comprising: Cluster Heads, who in turn manage Relationship Managers (RMs) responsible for client servicing and acquisition

Key Responsibilities:

• Oversee the PCG wealth business across the Gujarat region
• Drive acquisition, engagement, and retention of HNI clients
• Lead, mentor, and manage a team of relationship managers and wealth professionals
• Ensure achievement of regional revenue and AUM targets
• Build and execute strategic plans for business growth and market penetration
• Monitor team performance and ensure high standards of client service
• Play an active role in recruitment and team building as part of KRAs

Desired Profile / Criteria / Skills :

Typical Experience Required:

• Minimum: 12–15 years overall experience
• Preferred: 15–20+ years experience
• Leadership roles: At least 5–8 years in team handling (Cluster Head / Branch Head / Regional roles)

Must-have experience areas

• Wealth Management / Private Banking / PCG business
• Handling HNI / UHNI client portfolio
• Managing AUM growth and revenue targets
• Leading multi-level teams (RMs, Cluster Heads)
• Strong exposure to investment products and advisory

Seniority Level

This is a senior leadership (Zonal/Regional Head level) role, so companies expect:

• Proven business ownership at regional level
• Track record of large book size / AUM management
• Strategic decision-making experience