Vice President - Wealth Management

Role Summary:

We are looking for an experienced and result-oriented Vice President Wealth Management to drive business growth by acquiring HNI/UHNI clients, expanding distribution partnerships, and delivering comprehensive wealth management solutions.

Key Responsibilities:

- Drive business development and achieve Wealth Management sales targets.

- Acquire and manage HNI/UHNI, Corporate, and Institutional clients.

- Build and grow business through Wealth Distribution Partners, Channel Partners, Authorized Persons (APs), and IFAs.

- Identify, onboard, train, and support new distribution partners.

- Promote Wealth Management products including Mutual Funds, PMS, AIF, Equity, Bonds, Insurance, IPOs, and Fixed Income Products.

- Conduct portfolio reviews and provide investment solutions based on client requirements.

- Monitor partner performance and implement strategies to increase revenue.

- Coordinate with Research, Operations, and Compliance teams to ensure excellent client service and regulatory compliance.

Qualifications & Experience:

- Bachelor's degree in commerce, Finance, Business Administration, or a related field (MBA preferred).

- 8- 15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.

- Prior experience in a Stock Broking, Wealth Management, or Banking organization is mandatory.

- Proven track record in HNI client acquisition, business development, and channel partner management.

Key Skills:

- Wealth Management, Business Development, HNI Acquisition, Relationship Management, Investment Advisory, Mutual Funds, PMS, AIF, Equity, Capital Markets, Portfolio Management, Channel Partner Management, Financial Planning, Cross Selling, Revenue Generation, Communication & Negotiation.