Senior Vice President - Market Head - BFS

ONLY CANDIDATES WITH RELEVANT INDUSTRY EXPERIENCE IN WEALTH MANAGEMENT BUSINESS WITH BANKS OR NBFC PLATFORMS ARE EXPECTED TO APPLY. At this seniority you are expected to read JD carefully before applying.

Relevant experience in Sales profile with bank / Non bank wealth management platform of minimum 15-20 years. You should have team management experience of minimum 5+ years

It will be expected of you to hire 6-8 senior private bankers or come along with your own team of RMs who can perform in Competitive NBFC Wealth Management company.

Key Responsibilities:

- Team Leadership & Development: Lead, manage, and mentor at least a 6-8 member team of private bankers, fostering a high-performance culture. Provide coaching, guidance, and career development to team members

- Client Relationship Management: Maintain and grow a self-managed book of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Establish and nurture long-term, trust-based relationships with clients

- Business Growth: Identify and implement strategies to meet or exceed revenue targets. Drive business growth by cross-selling services and products, increasing assets under management (AUM), and ensuring retention of key clients

- Financial Planning & Advice: Offer tailored investment and wealth management advice to clients, aligned with their financial goals. Stay updated on market trends to provide informed recommendations

- Collaboration: Work closely with other departments (e.g., investment, credit, compliance) to deliver integrated and comprehensive solutions to clients

- Risk Management: Maintain an in-depth understanding of risk and compliance requirements. Ensure team adherence to relevant regulations and internal controls

Qualifications:

- MBA Finance, CFA, CA, Relevant industry qualifications

- Minimum of 15-17 years of leadership experience in a private banking or wealth management environment

- In-depth knowledge of financial products, services, and investment strategies

- Strong leadership, interpersonal, and communication skills

- Ability to drive results, motivate a team, and manage client relationships effectively

- Familiarity with the regulatory environment surrounding private banking and wealth management