AVP/VP- Wealth Management

Team Leader Wealth Management

Role Objective:
Lead and manage a high-performing Wealth Management team responsible for acquiring, managing, and deepening relationships with HNI/UHNI and affluent clients while driving revenue, AUM growth, product penetration, and overall business profitability.

Key Responsibilities

• Lead, coach, and mentor a team of Wealth Relationship Managers to achieve business and revenue objectives.
• Drive acquisition of HNI/affluent clients and strengthen existing client relationships.
• Develop and execute strategies for AUM growth, client retention, cross-selling, and wallet share enhancement.
• Drive business across Mutual Funds, PMS, Insurance, Fixed Deposits, Bonds and other investment products.
• Ensure strong client engagement through need-based investment and wealth solutions.
• Monitor individual and team-level KPIs, productivity, revenue, AUM, and conversion ratios.
• Conduct regular performance reviews and provide structured coaching to team members.
• Build a strong sales pipeline through referrals, market mapping, networking, and client acquisition initiatives.
• Ensure adherence to compliance, KYC, regulatory and internal governance standards.
• Partner with Product, Operations, Risk, Compliance and other stakeholders for seamless client servicing.
• Identify high-potential talent and actively contribute to hiring, onboarding and capability building.
• Prepare business reviews and provide actionable insights to senior management.

Key Competencies

• Wealth Management & Investment Advisory
• HNI/UHNI Client Relationship Management
• Sales & Business Development
• Team Leadership & Performance Management
• AUM & Revenue Growth
• Cross-Selling & Client Acquisition
• Product Knowledge MF, PMS, Insurance, FD & Bonds
• Market Intelligence & Competitor Mapping
• Coaching & Talent Development
• Strong Commercial Acumen
• Compliance & Risk Orientation

Location- Delhi/Noida

Experience- 10- 15 yaers

CTC- 25 LPA- 40 LPA
Preference will be given to those ( Who can bring team as well)
Interested Candidate can mail there resume to

[email removed]

Regards

Gaurav Singh