Job Preference:
Key Skills:
Wealth Management, Business Development, HNI Acquisition, Relationship Management, Investment Advisory, Mutual Funds, PMS, AIF, Equity, Capital Markets, Portfolio Management, Channel Partner Management, Financial Planning, Cross Selling, Revenue Generation, Communication & Negotiation.
Qualification:
Any GraduateJob Description:
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.
Skills:
Qualifications & Experience:
? Bachelor's degree in commerce, Finance, Business Administration, or a related field (MBA preferred).
? 8–15 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.