Vice President/Senior Vice President - Financial Advisor/Wealth Management - Bank

The Vision

- The traditional banking model is broken. Opaque fee structures, "proprietary product" pressure, Insurance Sales Pressure and rigid hierarchies are relics of the past.

- Non banking platforms have edge over product basket, flexible hierarchy and support mechanism,national reach and competitive scale to achieve desired goals

- We are a non-banking wealth firm built on Total Transparency, Open Architecture, and Equity Participation. We don't just offer a job; we offer a seat at the table to build the most sophisticated wealth platform in South Asia.

True Open Architecture : Access every global AIF, PMS, Offshore Fund, and Pre-IPO deal in the market. If it's good for the client, you can sell it.

Uncapped Income & Trail Ownership : Our payout ratios are 2x-3x higher than traditional banks. More importantly, we offer Trail Revenue Sharing-you continue to earn on the assets you've built, even years later.

Who You Are

The Seasoned Expert: 8-15 years of experience in Private Banking or Wealth Management. You understand that the Relationship is the product.

You currently manage a sticky book of - 100 Crore + and have the confidence that your clients follow your advice, not just the bank's logo.

Deep knowledge of Alternative Investment Funds (AIFs), Global Markets, and Structured Products.

You are tired of the "9-to-9" corporate grind and want to build a legacy with a firm that rewards your hustle.

The Reward Structure

Fixed Component: Competitive, bench marked to top-tier private banks.

Performance Bonus: Highest-in-industry percentage of net revenue generated.

Lifestyle: Flexible working arrangements and high-performance culture


Qualifications expected - MBA Finance from Tier 1 & 2 Institutes, CA, CFA Qualified, NISM Certified wherever required

The Role: What You Will Do

Architect Financial Legacies: Move beyond "selling products" to providing holistic Family Office solutions, including Estate Planning, Tax Optimization, and Philanthropy.

Target the "New India" Wealth: Focus on the burgeoning UHNW segment-from traditional promoters to the "New-Gen" unicorn founders and CXOs.

Strategic Hunting: Onboard a "Quality over Quantity" book. We value deep, high-ticket relationships over a high volume of small accounts.

Brand Ambassadorship: Represent a modern, sophisticated brand at elite forums and networking events.