Regional Head Financial Services

• Leadership and Team Management:
• Lead and oversee the operations of multiple clusters or branches within the region.
• Set clear regional targets and ensure alignment with overall corporate goals.
• Provide leadership guidance and support to the Cluster Heads and their teams ensuring that sales and operational objectives are met.
• Foster a culture of collaboration high performance and accountability across all teams in the region.
• Business Growth and Sales Strategy:
• Develop and execute regional sales strategies to drive business growth and expand market share for financial products such as insurance mutual funds and wealth management.
• Monitor and manage the overall sales performance across the region to ensure targets are achieved.
• Work closely with the leadership team to identify new business opportunities market trends and potential for expansion within the region.
• Customer Relationship Management:
• Build and nurture strong relationships with key clients highnetworth individuals corporate accounts and industry stakeholders.
• Ensure customer satisfaction by monitoring service quality handling escalations and ensuring the timely resolution of client issues.
• Lead efforts to enhance customer retention and loyalty through effective relationship management.
• Strategic Planning and :
• Develop and implement longterm and shortterm strategies for the region to achieve financial growth and operational excellence.
• Lead business planning sessions and review performance against goals identifying areas of improvement and driving corrective actions.
• Understand regional market dynamics and align business strategies to tap into potential market segments and untapped opportunities.
• Operational Oversight and Efficiency:
• Ensure seamless operations across all branches in the region including managing daytoday operations processes and resources.
• Oversee financial product delivery and ensure adherence to operational standards compliance regulations and risk management protocols.
• Implement process improvements and operational best practices to enhance efficiency and reduce operational costs.
• Team Development and Talent Management:
• Identify training needs facilitate development programs and ensure the continuous professional growth of employees across the region.
• Promote a performancedriven culture by setting clear expectations providing feedback and conducting regular performance appraisals.
• Actively recruit onboard and retain top talent for the region to build a strong capable workforce.
• Compliance and Risk Management:
• Ensure compliance with industry regulations and corporate policies across all operational activities in the region.
• Stay informed about regulatory changes and ensure the region s activities adhere to financial regulations risk management practices and legal requirements.
• Manage risk mitigation strategies and address any compliance or regulatory concerns in a timely manner.
• Reporting and Analytics:
• Provide regular reports to senior management on regional performance sales progress market trends and customer insights.
• Use data analytics to assess business performance identify opportunities for improvement and make informed decisions.
• Track key performance indicators (KPIs) and provide strategic recommendations to achieve regional and organizational objectives.

• Experience:
• Minimum 1215 years of experience in the financial services industry with at least 57 years in a senior leadership or regional management role.
• Proven track record of achieving sales growth operational efficiency and business development in financial services (insurance mutual funds wealth management).
• Strong experience in managing multiple teams locations and business functions.
• Skills:
• Exceptional leadership and people management skills with the ability to motivate and drive highperforming teams.
• Strategic thinking with the ability to create and implement effective business plans.
• Excellent communication presentation and interpersonal skills.
• Strong financial acumen and indepth knowledge of financial products.
• Analytical mindset capable of deriving insights from data and implementing solutions.
• Education:
• Bachelor s degree in Business Finance Economics or related field (Master s degree or MBA preferred).
• Professional certifications (e.g. IRDA for insurance NISM for mutual funds) are desirable.

• Strong decisionmaking capabilities and problemsolving skills.
• Ability to manage complex operations across multiple locations with diverse teams.
• Proactive and resultsdriven with a focus on continuous improvement.
• Customercentric approach with a focus on longterm relationship building.
• Ability to thrive in a fastpaced dynamic environment and adapt to change.

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