Regional Head - Wealth Management

Business Development:

- Develop the strategic plan for Wealth Management to meet business objectives.

- Monitor and analyze performance metrics including manpower productivity and suggest or 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, including DSA business expansion and control on cost of acquisition.

- Meet the Business/sales targets for the region on monthly, quarterly and annual basis - Volume (nos.), MS (%) and Turnover (Rs).

- Coordinate and ensure the collection targets on daily, weekly and monthly basis.

- Ensure timely FI and disbursement of finance to the customers and perform appraisal or review of performance of TCFSL's team in the region.

- Focus on target achievement, customer satisfaction level, and building client relationships 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.

- Manage 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.

- 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.