Branch Head - Wealth Management

Role: Branch Head - Wealth Management

Description:

Key Responsibilities

1. Branch Setup & Expansion

i. Establish and operationalize the branch in the assigned city.

ii. Identify office space, oversee setup, and ensure regulatory compliance.

iii. Develop city-level growth strategy aligned with company vision.

iv. operations to ne Expand arby cities in future phases.

2. Business Development

i. Acquire HNI/UHNI clients and build a strong AUM base.

ii. Drive revenue generation through wealth products.

iii. Develop local referral networks (CAs, corporates, real estate players, etc.).

iv. Meet and exceed branch revenue and AUM targets.

3. Team Building & Leadership

i. Recruit, train, and manage Relationship Managers and support staff.

ii. Develop a performance-driven culture.

iii. Mentor team members for productivity and client servicing excellence.

4. Portfolio Advisory

i. Provide holistic wealth solutions across:

ii. Mutual Funds

iii. PMS & AIF

iv. Equity & Debt Products

v. Insurance

vi. Structured Products

vii. Ensure superior client engagement and retention.

5. Branch P&L Ownership

i. Drive profitability and cost optimization.

ii. Monitor revenue, expenses, and operational metrics.

iii. Ensure compliance with internal and regulatory norms

Qualifications G Skills:

- 5+ years of experience in Wealth Management / Private Banking.

- Strong network of HNI/UHNI clients in Nagpur / Hyderabad.

- Prior experience in branch handling or team management preferred.

- Entrepreneurial mindset with expansion vision.

- Strong leadership, negotiation, and relationship-building skills.

- Ability to multitask and independently manage operations..

Employment: Full time, Permanent

Gender Preferred: No preference