Regional Sales Head - Wealth Management - Banking/Financial Services

Key Responsibilities:

1. Regional Business & Sales Strategy:

• Develop and execute regional sales strategies aligned with overall business objectives.
• Own regional revenue, AUM, client acquisition, and profitability targets.
• Identify opportunities to expand the wealth management business across existing and new markets.
• Develop territory-wise plans for client acquisition, relationship deepening, and revenue growth.
• Track market trends, competitor offerings, and changing investor preferences.

2. HNI / UHNI Client Acquisition:

• Drive acquisition of HNI, UHNI, affluent, and institutional clients across the region.
• Build and maintain a strong pipeline of prospective clients through referrals, networks, and market relationships.
• Lead client meetings and high-value business discussions.
• Understand clients' financial objectives, investment preferences, and risk profiles to facilitate suitable wealth solutions.
• Drive client onboarding and ensure a smooth transition into relationship management.

3. Relationship Management & AUM Growth:

• Strengthen relationships with existing high-value clients and increase wallet share.
• Drive growth in Assets Under Management (AUM) through portfolio expansion and additional investments.
• Work closely with Relationship Managers and Investment teams to improve client engagement and retention.
• Identify cross-sell and up-sell opportunities across investment and wealth management products.
• Ensure high levels of client satisfaction and long-term relationship development.

4. Sales Team Leadership:

• Lead and mentor Regional Sales Managers, Relationship Managers, and other client-facing teams.
• Define individual and team targets and establish performance tracking mechanisms.
• Conduct regular pipeline and business reviews to monitor performance.
• Coach teams on client acquisition, consultative selling, relationship management, and product positioning.
• Build a strong performance-driven and client-centric sales culture.

5. Wealth Product & Investment Solutions:

• Develop strong understanding of wealth management products including mutual funds, portfolio management services, alternative investments, bonds, structured products, insurance, and other investment solutions.
• Work with investment specialists to provide clients with relevant investment propositions.
• Ensure product recommendations are aligned with client objectives and risk profiles.
• Keep the sales team updated on market developments, investment products, and business opportunities.

6. Regional Market Expansion:

• Identify high-potential cities, client segments, and market opportunities for business expansion.
• Develop relationships with entrepreneurs, promoters, CXOs, family offices, professionals, and other affluent client groups.
• Build referral networks with external partners and influential stakeholders.
• Drive regional events, client engagement initiatives, and networking opportunities.

7. Business Governance & Compliance:

• Ensure sales activities comply with applicable regulatory and organizational guidelines.
• Monitor sales quality, documentation, client onboarding, and process adherence.
• Maintain accurate sales forecasts, pipeline reports, AUM data, and business MIS.
• Work closely with Operations, Compliance, Investment, and Product teams to resolve client and business issues.

Qualifications & Experience Required:

• MBA / Master's degree in Finance, Marketing, Business Administration, or a related field.
• 10 - 15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services Sales.
• Strong experience managing HNI/UHNI clients and large AUM portfolios.
• Proven track record of achieving regional sales and revenue targets.
• Experience leading Relationship Managers and regional sales teams.
• Strong understanding of investment and wealth management products.
• Excellent client acquisition, networking, negotiation, and relationship management skills.
• Strong understanding of market trends and investment products.
• Excellent communication, presentation, leadership, and stakeholder management skills.
• Willingness to travel extensively across the assigned region.