VP - Wealth Management

Role Summary

We are looking for an experienced and result-oriented Vice President Wealth Management to drive business growth by acquiring HNI/UHNI clients, expanding distribution partnerships, and delivering comprehensive wealth management solutions.

Key Responsibilities

• Drive business development and achieve Wealth Management sales targets.
• Acquire and manage HNI/UHNI, Corporate, and Institutional clients.
• Build and grow business through Wealth Distribution Partners, Channel Partners, Authorized Persons (APs), and IFAs.
• Identify, onboard, train, and support new distribution partners.
• Promote Wealth Management products including Mutual Funds, PMS, AIF, Equity, Bonds, Insurance, IPOs, and Fixed Income Products.
• Conduct portfolio reviews and provide investment solutions based on client requirements.
• Monitor partner performance and implement strategies to increase revenue.
• Coordinate with Research, Operations, and Compliance teams to ensure excellent client service and regulatory compliance.

Qualifications & Experience

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field (MBA preferred).
• 8 to 15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.
• Prior experience in a Stock Broking, Wealth Management, or Banking organization is mandatory.
• Proven track record in HNI client acquisition, business development, and channel partner management.

Employment Type: Full-Time