Vice President/Senior Vice President - Wealth & HNI Partnerships

Position Details:

Position: Vice President / Senior Vice President Wealth & HNI Partnerships

Location: Mumbai

Department: Partnerships

Experience: 8-15 Years

CTC: 50-60 LPA

Role Purpose:

Build and scale strategic relationships across Family Offices, HNIs, UHNIs, Corporate Treasuries, and Wealth Distribution Networks. Drive AUM growth, revenue generation, and product distribution through strategic partnerships.

Key Responsibilities:

- Identify, acquire, and manage strategic partnerships with Family Offices, Wealth Management Firms, HNIs, UHNIs, Corporate Clients, and Distribution Partners.

- Develop and execute partnership strategies to drive business growth and market penetration.

- Drive business acquisition and achieve revenue targets through partner-led distribution.

- Achieve monthly business volumes of 100200 Crores within the first 12 months.

- Drive distribution of Fixed Income Products, NCDs, Bonds, Debt Instruments, AIFs, PMS, and other investment offerings.

- Develop long-term relationships with key stakeholders and decision-makers.

- Track market trends, competitor activities, and emerging investment opportunities.

Desired Candidate Profile:

- MBA / CFA / CA / Graduate in Finance, Business Administration, Economics, or related disciplines.

- 815 years of experience in Wealth Management, Institutional Sales, Investment Distribution, Private Banking, or Financial Partnerships.

- Proven track record of managing and growing HNI/UHNI, Family Office, and Corporate relationships.

- Experience handling AUM of 500 Crores and above.

- Strong understanding of Fixed Income Products, Bonds, NCDs, Debt Markets, AIFs, PMS, and Wealth Solutions.

Key Competencies:

Partnership Acquisition & Relationship Management | Wealth Advisory | Institutional Sales | Fixed Income Products | AIF/PMS Distribution | Business Development | Negotiation & Influencing Skills | Stakeholder Management

Success Metrics:

- Onboarding of high-value Family Offices, HNIs, UHNIs, and Corporate Clients.

- Achievement of AUM and revenue targets.

- Growth in product distribution across debt and alternative investment products.

- Strong client retention and relationship deepening.