Senior Vice President - Wealth Management

Role: Product Sales

Designation: VP / SVP

Location: New Delhi or Mumbai (with weekly travel to Delhi)

Experience: 7-12 years in Wealth Management (preferably Product or IC function)

Reporting To: Products Team (close collaboration with Delhi-based Wealth RMs)

Key Responsibilities:

- Act as the bridge between the central product team and on-ground Wealth RMs/Advisors.

- Regularly engage with RMs, Advisors, Clients, and Family Offices to enhance awareness and understanding of investment products.

- Interact with investment managers and fund managers to stay updated on product performance, strategy, and outlook.

- Disseminate regular product updates, market insights, and investment strategies to Wealth RMs/Advisors.

- Gather continuous on-ground feedback and share actionable insights with the central product team for product enhancement.

- Collaborate with branch heads, RMs, and Advisors to drive sales and improve product penetration.

- Contribute to training sessions, product workshops, and client engagement initiatives.

Experience & Skills Required:

- 7-12 years of relevant experience in Wealth Management, preferably in a Product Management / Investment Counselling function.

- Strong understanding of financial products across asset classes:

- Mutual Funds, PMS, AIFs

- Structured Products, Fixed Income, Equities, Alternates

- Excellent communication and presentation skills with proven ability to influence stakeholders and clients.

- Demonstrated ability to work closely with Relationship Managers to support business growth through product advisory.

- Strong analytical skills with a flair for market research and insights.