Regional Head

3 weeks ago

Bengaluru, Karnataka, India upGrad Rekrut Full time

Objective

As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics.

Business Development

  • To Develop the strategic plan for Wealth Management to meet business objectives
  • Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements
  • Direct product development efforts and oversee successful implementation of new products and services tailored for Wealth Management clients
  • Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition
  • To meet the Business/sales targets for the region on monthly, quarterly and annual basis – Volume(nos.) , MS (%) and Turnover( Rs).
  • To coordinate and ensure the collection Targets on Daily, weekly and monthly basis.
  • Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of team in the region.
  • Target achievement Customer satisfaction level Build client relationship internal and external."
  • Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients
  • Ensure availability of adequate MIS and reporting tools
  • Attrition control of customers

Risk management

  • Implement risk management strategies to ensure compliance with industry regulations, internal policies, and ethical standards.
  • Oversee the identification, assessment, and mitigation of potential risks within the region's wealth management operations.

Team Management

  • Lead a team of Cluster Heads and relationship managers providing direction, mentorship, and performance management to drive cohesive regional operations.
  • Team of 15-20 members
  • Foster a collaborative and high-performance team culture, ensuring individual and collective growth and success.

Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions.

Eligible critertia

Min 10+yrs of experience in wealth management company

Team size should eb around 10-15 members currently

Candidate should be only from Wealth Management segment

Candidate should be form Banking or NBFC

Candidates should be from bangalore and Hyderabad only

Candidate should be from team handlign role

candidate should be other industries please ignore

  • Regional Head

    3 days ago

    Bengaluru, Karnataka, India Urban Money Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionUrban Money is India's first unbiased loan advisory services firm, providing comprehensive advice on various loans and mortgage solutions. With a team of experts from top financial institutions like HSBC, Citibank, and Standard Chartered Bank, Urban Money partners with leading financial institutions to offer hassle-free solutions. Our...

  • Regional Head

    2 weeks ago

    Bengaluru, Karnataka, India Edvoy Full time

    Edvoy ( is a new, innovative digital platform created by industry professionals with over 16 years of experience in the global education sector, to simplify the world of education. We aim to empower students to make more informed decisions throughout their University application journey by being the center of impartial, free content and advice, all in one...

  • Regional Head

    2 weeks ago

    Bengaluru, Karnataka, India Edvoy Full time

    Edvoy (www.edvoy.com) is a new, innovative digital platform created by industry professionals with over 16 years of experience in the global education sector, to simplify the world of education. We aim to empower students to make more informed decisions throughout their University application journey by being the center of impartial, free content and advice,...

  • Regional Head

    2 weeks ago

    Bengaluru, Karnataka, India Talent Corner HR Services Pvt Ltd Full time

    Job Title: Regional Head (Architect) Location: Gurugram, India Experience Required: 15+ Years Reports to: National Design Head / Director – Projects Department: Design & ArchitectureAbout the Role:Our Client is looking for a seasoned Regional Head ( Architect) to lead and manage design operations in the Gurugram region. This leadership role requires a...

  • Regional Business Head

    2 weeks ago

    Bengaluru, Karnataka, India CloudThat Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionEstablished in 2012, CloudThat is a global award-winning company specializing in cloud consulting and training services. With headquarters in Bengaluru, India, and offices in the UK, USA, and Bangladesh, CloudThat serves clients across 30+ countries. As a top-tier partner with AWS, Microsoft, Google Cloud, and Databricks, CloudThat has a...

  • Regional Sales Head

    21 hours ago

    Bengaluru, Karnataka, India Policybazaar for Business Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionPolicybazaar for Business is India's premier destination for business insurance solutions, offering over 15 distinct insurance products tailored to various sectors and scales. With a focus on easing the complexities of securing insurance, we strive to mitigate business risks from unpredictable incidents, ranging from litigation to...

  • Regional Head/ Zonal Head

    3 weeks ago

    Bengaluru, Karnataka, India Crescendo Global Full time

    Regional Zonal Head - Government Annuity- BFSI Insurance Industry - 6 Years - BangaloreWe are looking for a dynamic and strategic Regional Zonal Head - Govt Annuity to lead annuity business growth through superannuation and NPS channels This is a high-impact leadership role involving team management corporate tie-ups and execution of annuity sales...

  • Regional Head-PMS/AIF

    2 weeks ago

    Bengaluru, Karnataka, India SaShr Consultants Full time ₹ 40,00,000 - ₹ 60,00,000 per year

    Company we are hiring forWe are hiring for a large Investment Management Firm which is into PMS/AIF/Hedge Funds/ Property Funds and a number of such allied businesses.Role DescriptionThis is a full-time on-site role for a Regional Head-PMS/AIF (Family Office) located in Bengaluru. The Regional Head will be responsible for overseeing portfolio management...

  • SaffronStays - Region Head - Business Development

    3 weeks ago

    Bengaluru, Karnataka, India SaffronStays (SaffronStays)(25516) Full time

    Company Brief: SaffronStays curates private holiday home experiences, making our guests' holidays authentic and memorable. We bring to our guests unforgettable, private, and exclusive homes where families can bond with loved ones whilst enjoying home-like hospitality and certainty of service standards. We have 350+ homes in the best destinations across India...

  • Urgent) Regional Sales Head

    3 weeks ago

    Bengaluru, Karnataka, India Crack-ED Full time

    Job DescriptionJob Title: Regional HeadLocation: Mumbai and BangaloreRole: SalesCrack-EDs VisionStarting with Bharat our vision is to transform global youth into more employable individuals.About Crack-EDCrack-ED is an innovative EdTech on a mission to eliminate unemployability.Through our Job-Guaranteed Post-Graduation Program, we empower students...