Vice President l Sales l Lead & Scale Wealth Management Business

Role & responsibilities

• Lead and scale the wealth management sales function, driving revenue growth and expansion of Assets Under Management (AUM).
  
• Build, manage, and mentor a high-performing team of Wealth Managers, ensuring strong productivity and consistent performance delivery.
  
• Drive HNI/UHNI client acquisition and relationship deepening through structured sales initiatives and personal networks.
  
• Expand client engagement across Equity Advisory, Mutual Funds, PMS, AIFs, Debt & Income Funds, and Insurance solutions.
  
• Design and implement sales strategies, performance frameworks, and growth plans aligned with company objectives.
  
• Ensure superior client servicing standards, retention, and long-term relationship management.
  
• Collaborate with leadership to strengthen market presence and identify new growth opportunities.
  
• Uphold high standards of compliance, governance, and advisory excellence across client engagements.
  

Preferred candidate profile

• 5-10+ years of experience in wealth management or financial services sales, with a strong track record in AUM and revenue growth.
  
• Proven experience in leading and managing wealth sales teams.
  
• Demonstrated success in acquiring and managing HNI/UHNI client relationships.
  
• Strong understanding of Mutual Funds, PMS, AIFs, Fixed Income products, and Insurance solutions.
  
• Ability to think out-of-the-box and deploy unconventional strategies to grow business and acquire clients.
  
• Strategic thinker with strong leadership, negotiation, and relationship management skills.
  
• Entrepreneurial mindset with ability to build and scale teams and sales processes.
  
• High ownership, execution capability, and performance orientation.
  
• Candidates currently working with Banks, Private Wealth platforms, or established Wealth Management firms preferred.