Assistant Vice President - Wealth Management

Key Responsibilities:

- Drive acquisition and growth of Foreign Portfolio Investors (FPIs), HFT firms, and institutional clients.

- Execute targeted business development strategies to achieve AUM and revenue targets.

- Build a strong pipeline through proactive market mapping and relationship-building across the financial ecosystem.

- Generate data and intelligence to support sales.

- Client Relationship Management - Act as a trusted advisor to clients by understanding their investment needs and providing tailored solutions.

- Ensure high-touch client engagement and a seamless onboarding and servicing experience.

- Product & Market Expertise - Maintain in-depth knowledge of capital market products, particularly FPI-related structures, regulations, and benefits.

- Stay ahead of market trends, global fund flows, and competitor offerings to create differentiated client value propositions.

Strategic & Team Collaboration:

- Work closely with senior leadership to shape the business development roadmap.

- Collaborate with internal teams (Compliance, Legal, Product, Operations) to ensure alignment and delivery excellence.

- Reporting & Performance Tracking

- Track KPIs including client acquisition, conversion cycles, and wallet share growth.

- Prepare regular sales reports, market intelligence summaries, and strategic insights for leadership.

Ideal Candidate Profile:

- Experience: 2-5 years in institutional sales, FPI onboarding, or business development roles in capital markets or securities services.

- Expertise: Solid understanding of the Indian capital markets, FPI regulatory framework (SEBI, RBI), and institutional client behaviour.

- Client Network: Active connects within FPIs, global wealth desks, AIF/PMS, or trading firms.

Skills:

- Exceptional sales and negotiation ability

- Strong relationship management and interpersonal communication

- Analytical thinking and commercial awareness

Education: MBA / CFA / CA or equivalent finance qualification is strongly preferred.

What You Can Expect:

- A high-growth, entrepreneurial environment with a differentiated market position.

- Opportunities to work directly with decision-makers and global clients.

- A collaborative and intellectually stimulating culture.

- Competitive compensation, performance-linked incentives, and long-term growth visibility.