Regional Manager

Company Overview

Spring Street is a wealth management and global investing platform headquartered in Mumbai, India. It enables Indian investors to invest in global public and private markets, positioning itself as a connector of Indian capital with global investment opportunities.

Job Summary

The Regional Manager plays a crucial role in driving business growth and managing client relationships within a specified region. This position focuses on acquiring high-net-worth individuals (HNI), ultra-high-net-worth individuals (UHNI), family offices, and institutional clients while ensuring superior onboarding and engagement. The Regional Manager will lead a team of professionals to meet business targets and expand the company's market presence.

Responsibilities

• Business Development

  • Drive regional revenue and Assets Under Management (AUM) growth.
  • Acquire HNI, UHNI, Family Office, and institutional clients.
  • Identify new business opportunities and strategic partnerships.
  • Build a strong referral ecosystem through Wealth Managers, Independent Financial Advisors (IFAs), Chartered Accountants (CAs), and financial consultants.

• Relationship Management

  • Develop long-term relationships with key investors and partners.
  • Conduct investment presentations and portfolio discussions.
  • Ensure superior client onboarding and ongoing engagement.
  • Work closely with Investment Advisory teams to provide customized solutions.

• Sales Management

  • Achieve monthly, quarterly, and annual business targets.
  • Track sales funnel, conversions, and client acquisition metrics.
  • Drive cross-selling of global investment products and alternative investment opportunities.

• Team Leadership

  • Lead and mentor Relationship Managers and Business Development professionals.
  • Monitor productivity and drive performance through coaching.
  • Conduct regular business reviews and pipeline discussions.

• Market Development

  • Expand Spring Street's presence across the assigned region.
  • Organize investor meets, networking events, webinars, and partner engagement programs.
  • Identify emerging market opportunities and competitor activities.

• Stakeholder Management

  • Collaborate with Product, Investment, Operations, and Compliance teams.
  • Ensure adherence to regulatory and compliance guidelines.
  • Provide market feedback for product enhancement.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Strong understanding of wealth management and global investing.
• Excellent interpersonal and communication skills.
• Proven leadership and mentoring capabilities.
• Exceptional analytical and problem-solving skills.
• Capacity to work in a fast-paced and dynamic environment.
• Familiarity with regulatory and compliance requirements in the financial industry.

Preferred Skills

• Experience in investment advisory or financial services.
• Knowledge of global investment products and market trends.
• Proficiency in CRM software and sales tracking systems.
• Strong networking abilities and business acumen.

Experience

• A minimum of 8-10 years of relevant experience in wealth management, business development, or a similar role is preferred.

Environment

The position will primarily be based in Mumbai, with potential travel within the assigned region for client meetings and events. The role may involve a mix of office work and field activities.

Salary

Not specified

Growth Opportunities

Not specified

Benefits

Not specified