Vice President of Wealth Management

Job Title: Vice President/AVP - Team Lead – Wealth Management.

Role Overview : We are seeking an accomplished professional who can lead from the front – driving business growth, managing high-value client relationships, and mentoring a high-performing team. This role is critical in shaping and executing wealth strategies aligned with the firm’s long-term vision.

Key Responsibilities:

• Lead & mentor a team of wealth managers to deliver superior client outcomes.
• Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
• Drive business development initiatives to grow AUM and expand client base in line with firm targets.
• Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
• Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
• Promote and distribute Mutual Funds, PMS, AIF, Life Insurance, and Health Insurance solutions
• Design and implement strategic wealth plans aligned to clients’ financial goals, risk appetite, and lifecycle needs
• Conduct periodic portfolio reviews and rebalance strategies based on market conditions
• Ensure adherence to regulatory requirements, internal compliance, and risk management frameworks
• Collaborate with product, research, and leadership teams to deliver customized client solutions
• Represent the organization in key client meetings, networking events, and industry forums.

Key Deliverables:

• AUM growth and revenue generation
• New HNI/UHNI client acquisition
• Cross-sell across wealth and protection products
• Client retention and relationship deepening
• Achievement of assigned KRAs and business targets

Preferred Candidate Profile:

• Experience in Wealth Management / Private Banking / Broking
• Strong HNI client base and relationship management skills
• Good understanding of capital markets and investment products
• Strong communication, presentation, and negotiation skills
• Ability to work in a target-driven environment

Experience: 10+ years in Wealth Management / Investment Advisory

Role Type: Playing Captain and Senior Relationship Role