Regional Manager - Wealth Vertiical

About the role

Application Details: Interested candidates kindly fill this google form - https://forms.gle/1SThD5nQXxY4CQtG8 Regional Manager - Wealth Management Company: TATA Capital Hiring Partner: Recruiter V Employment Type: Full-time Payroll: Direct TATA Capital payroll Experience: 12 - 20 years overall, with a minimum of 9 years of relevant experience in Wealth Management Education: Any Graduate Notice Period: Immediate joiners to 25 days preferred About the Opportunity: TATA Capital is seeking an experienced and performance-driven Regional Manager - Wealth Management to lead regional business operations, drive sustainable growth, strengthen client relationships, and build high-performing teams. This leadership role offers an opportunity to shape regional business strategy, expand wealth distribution networks, enhance client acquisition and retention, and deliver business growth while maintaining strong governance, risk management, and customer satisfaction standards. The ideal candidate will bring a strong combination of wealth management expertise, regional business leadership, people development, and a proven track record of achieving business and performance targets. Selected candidates will be directly employed on TATA Capital's payroll. Key Responsibilities: - Develop and execute regional wealth management strategies aligned with organizational business objectives. - Drive regional sales, revenue growth, profitability, client acquisition, and portfolio expansion. - Identify new business opportunities, strengthen market presence, and expand distribution networks. - Develop actionable business plans to achieve regional targets and improve overall business performance. - Drive the acquisition, development, and retention of high-value clients, including HNI and affluent customer segments, as relevant to the business. - Strengthen client relationships through effective relationship management and customer-centric solutions. - Identify opportunities to deepen client engagement and expand the adoption of relevant financial and wealth products. - Monitor portfolio performance and support client satisfaction and long-term relationship growth. - Lead, mentor, and develop Cluster Heads, Relationship Managers, and other regional team members. - Drive recruitment, onboarding, training, coaching, and performance management across the region. - Establish clear targets, productivity benchmarks, and accountability mechanisms. - Conduct regular performance reviews and implement improvement plans to enhance team effectiveness. - Build a collaborative, customer-focused, and high-performance culture. - Monitor regional business performance through MIS, dashboards, productivity reports, and key performance indicators. - Analyse sales performance, costs, collections, disbursements, and other applicable operational metrics. - Identify performance gaps and implement corrective measures to improve business productivity. - Use data-driven insights to support business planning, resource allocation, and decision-making. - Drive the development and expansion of DSA networks and distribution partnerships. - Strengthen channel productivity and identify opportunities to improve business sourcing. - Build effective relationships with internal and external stakeholders to support regional growth. - Ensure adherence to applicable regulatory requirements, internal policies, and compliance standards. - Proactively identify business risks and implement suitable mitigation measures. - Promote responsible business practices, customer satisfaction, and high standards of operational integrity. Candidate Requirements: - Demonstrated experience in regional business leadership, wealth management, and financial product distribution. - Proven ability to manage teams, drive business performance, and achieve sales and profitability targets. - Strong experience in recruitment, team training, coaching, and performance management. - Experience in managing senior relationship teams, Cluster Heads, Relationship Managers, or comparable teams. - Good understanding of client relationship management, business analytics, MIS, and performance metrics. - Strong stakeholder management, communication, analytical, and decision-making skills. - Graduation in any discipline is acceptable. Application Details: Interested candidates kindly fill this google form - https://forms.gle/1SThD5nQXxY4CQtG8

Key Skills