Sunil Singh Bhadauriya

· Drive overall regional performance across revenue, AUM growth, and client acquisition, while actively managing a personal portfolio of priority/HNW clients.

· Lead, coach, and develop a team of 4 Wealth RMs to strengthen advisory capability, client engagement, and productivity.

· Champion a dual-role model, balancing strategic leadership with frontline client advisory execution.

· Conduct regular joint client meetings with RMs to deepen relationships, co-sell solutions, and identify cross-selling opportunities.

· Set clear KPIs and sales targets, track performance metrics, and implement corrective actions where needed.

· Collaborate with product, investment, insurance, and credit teams to deliver holistic wealth solutions.

· Monitor and manage client risk profiles, investment suitability, and regulatory compliance in all activities.

· Lead recruitment, onboarding, and continuous upskilling of team members to support long-term growth and succession planning.

· Foster a high-performance, client-first culture aligned with organizational values and governance standards.

· Represent the region in leadership meetings, providing insights, business updates, and strategy alignment.

Key Responsibilities :

• Client Portfolio Management: Oversee high-net-worth client portfolios, providing personalized wealth management solutions.
• Wealth Advisory: Develop tailored investment strategies and advise on diverse financial products.
• Sales & AUM Growth: Drive business development to achieve AUM and revenue targets through client acquisition and cross-selling.
• Team Leadership: Lead and mentor Wealth Relationship Managers, aligning their performance with organizational targets.
• Target Achievement: Ensure team alignment with allotted targets and monitor progress to meet business goals.
• Market Insights: Stay updated on financial trends and provide strategic advice to clients and the team.
• Compliance: Ensure adherence to regulatory guidelines and ethical standards in all wealth management activities.

Achievements :

• Successfully launched a new branch with zero AUM and zero revenue, achieving ₹100 crore AUM within the first 6 months.
• Acquired and onboarded over 50 affluent clients, significantly boosting client base and portfolio value.
• Implemented targeted marketing and relationship-building strategies, driving exceptional growth in assets and revenue.
• Achieved top-tier sales performance, exceeding team targets and positioning the branch as a key revenue driver within the organization.

• Provide strategic direction and vision to the company, aligning it with the overall corporate objectives
• Develop and implement business strategies to drive revenue growth, expand market presence, and enhance profitability
• Oversee daily operations, including finance, marketing, sales, operations, and human resources, ensuring efficient and effective performance
• Lead and motivate a high-performing team, promoting a positive work culture and fostering employee development
• Monitor industry trends, competitive landscape, and market conditions to identify opportunities and potential risks
• Drive continuous improvement initiatives to optimize processes, reduce costs, and increase productivity
• Developed and executed business plans to achieve growth targets and increase profitability
• Built and managed high-performing teams, fostering a culture of collaboration and excellence
• Established and maintained relationships with key clients, partners, and industry stakeholders

• Identify and pursue new business opportunities to drive revenue growth and expand market share
• Develop and implement comprehensive business development strategies and action plans
• Collaborate with cross-functional teams, including sales, marketing, and product development, to ensure alignment and maximize opportunities
• Lead negotiations and contract discussions with clients and partners to secure profitable business agreements
• Monitor and report on key performance indicators (KPIs) and sales metrics, providing regular updates to senior management
• Mentor and develop team members, providing guidance and support to enhance their performance