Regional Head - Wealth Management - BFSI
Unidus Services•Hyderabad, Chennai, Others
SENIOR_LEVEL7-15
₹40L - ₹50L
per year
👁️ 0 views•📝 0 applications•Posted 8/14/2026•Expires 9/17/2026
Get alerts for roles like this
More Regional Head - Wealth Management - BFSI roles in Hyderabad, Chennai, Others — straight to your inbox. No account needed.
Applying to this role? Tailor your résumé to this job description in one click, then download it clean — no watermark, no subscription.
Job Description
Regional Head Wealth Management
Job Purpose:
To lead and grow the Wealth Management business across the assigned region by driving AUM/revenue growth, HNI/UHNI client acquisition, team productivity, distribution expansion and profitability, while ensuring high-quality client servicing and regulatory compliance.
Key Responsibilities:
- Own the P&L, revenue and business growth for the assigned region.
- Drive acquisition and deepening of HNI/UHNI client relationships.
- Lead, mentor and manage Cluster Heads, Wealth Managers and Relationship Managers.
- Develop and strengthen the regional distribution network and market presence.
- Drive AUM, revenue, client acquisition, wallet share and profitability targets.
- Build relationships with HNI/UHNI clients and support the team in large-ticket acquisitions.
- Review team performance and implement corrective strategies to improve productivity.
- Monitor portfolio performance, business analytics and revenue trends.
- Promote appropriate wealth products including Mutual Funds, PMS, AIFs, Bonds, Structured Products and other investment solutions.
- Develop acquisition strategies through corporates, referrals, external channels and market networks.
- Ensure excellent client experience, retention and relationship deepening.
- Ensure adherence to RBI, SEBI, AMFI, NISM and internal compliance requirements.
- Work closely with Product, Investment Advisory, Operations and support teams.
Qualification:
- MBA, PGDM, PGDBA or equivalent.
- Relevant NISM/AMFI certifications preferred
Required Skills
Financial ModelingMutual FundsPMSAIFsBondsStructured ProductsNISMAMFI
Prepare to Win This Role
Everything you need to ace the interview and negotiate top-of-band compensation.