Regional Head , Affluent Wealth (Mumbai)

Quick Turtle
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 days ago
0-4 years
Mumbai City
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 9 Jan 2027
Posted: 2 days ago
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Job Description

  • Regional Head , Affluent Wealth (Mumbai)
  • Company: Quick Turtle
  • Job Location: Mumbai, Maharashtra, India
  • Employment Type: Full-time
  • Responsibilities
  • Leadership & Team Management: Recruit, develop, and lead a team of Wealth Managers.
  • Leadership & Team Management: Provide continuous training, mentoring, and performance coaching.
  • Leadership & Team Management: Drive a culture of accountability, high ethics, and client-centricity.
  • Business Development & Sales Management: Ensure Wealth Managers achieve their assigned business targets.
  • Business Development & Sales Management: Monitor performance metrics and implement strategies to improve productivity.
  • Business Development & Sales Management: Drive acquisition of current clients and expansion of wallet share within existing clients.
  • Client Experience & Service Quality: Ensure that all clients receive high-quality, proactive, and compliant advisory services.
  • Client Experience & Service Quality: Strengthen client relationships through periodic reviews and engagement.
  • Client Experience & Service Quality: Resolve escalations and maintain superior client satisfaction.
  • Strategic & Operational Responsibilities: Align the region's business plans with organizational goals.
  • Strategic & Operational Responsibilities: Execute management's growth strategy for the Mumbai region.
  • Strategic & Operational Responsibilities: Ensure adherence to compliance, regulatory norms, and internal guidelines. .

Skills

ComplianceBusiness DevelopmentOperational ResponsibilitiesService QualityRegulatory NormsLeadershipSales ManagementTeam ManagementClient Experience

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