Regional Head
2 days ago
About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), Institutional clients (700+) and Corporates (500+). With a scaled and integrated platform encompassing Wealth solutions, Asset management, Institutional securities and Capital market advisory, and a deep belief in the “Client-First” philosophy.
About the Role - This Position is for a Regional Head for Nuvama Wealth. Personal wealth is the wealth management arm of Nuvama, Headed by Rahul Jain. Personal Wealth focuses on advising Affluent and HNI customers on the investments needs across wealth products through unbiased advisory. With a base of 9 lakh+ customers, we have been adaptive and kept up with the changing landscape of investment advisory and customer needs. Our clients get to choose from a wide bouquet of 48+ products across asset classes in a hybrid ecosystem, which leverages technology to provide the best servicing experience. Our experienced management team leads 65+ branches, 1400+ advisors, and 20,000+ partners across India.
Responsibilities -
To manage the region profitability by constantly endeavoring to increase market share and revenue. Ensuring optimal productivity and costs management.
Achieving & exceeding Business goals and targets. Decide and implement region specific innovative strategies to meet business targets and goals.
Managing Healthy Team of Area Managers, Branch Managers & RMs for the entire Mumbai Region. Recruiting and retaining high performers.
To mentor and monitor the performance and learning development of Relationship Managers.
Responsible for managing and deepening existing clients’ relationships and setting up strategies to do focused acquisition of new clients in the segment.
Creating a strong & compliant business culture to drive acquisitions, profitability and a strong input driven Sales process.
Give regular feedback for improvement in product and process on a continuous basis for all large clients, take joint calls with team to convert business and lead from the front.
Qualifications - MBA
Required Skills -
Experience: Min 12+ years relevant experience in Banking and Wealth domain
Preferred Skills -
Functional Competencies: Strong understanding of the wealth management industry Understanding of Financial products
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