Regional Head - Wealth Management - Pune

As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations.

Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization.

You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics.

To Develop the strategic plan for Wealth Management to meet business objectives

Monitor and analyze performance metrics including manpower productivity and suggest / 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 DSA business expansion Control on cost of acquisition

Team Size : 12- 15 Members

Location : Pune

Industry : Only from banking , Wealth Management companies or from Financial services