Role Overview:

We are seeking a seasoned leader to join our Mumbai office as the Vice President of Wealth Sales. In this pivotal role, you will spearhead our high-net-worth client acquisition strategy and oversee the expansion of our private banking footprint. You will work closely with senior leadership, investment product teams, and portfolio managers to deliver bespoke financial solutions that align with the sophisticated needs of our ultra-high-net-worth clientele. By driving business development initiatives and mentoring high-performing sales teams, you will directly influence our market share and solidify our reputation as a premier partner in wealth preservation and growth. This role is essential for scaling our operations and ensuring we maintain a competitive edge in the evolving financial landscape.

Key Responsibilities:

- Formulate and execute comprehensive sales strategies to penetrate new market segments and increase assets under management.

- Lead and mentor a high-caliber team of relationship managers to ensure consistent achievement of revenue targets and service excellence.

- Cultivate and manage long-term relationships with key stakeholders and high-net-worth individuals to drive client retention and loyalty.

- Collaborate with the investment banking and research divisions to curate tailored portfolio management strategies that address complex client objectives.

- Oversee sales operations and performance metrics to identify growth opportunities and optimize the efficiency of the wealth management lifecycle.

- Represent the firm in high-level industry forums and client events to enhance brand visibility and strengthen our market positioning.

Required Skillset:

- Demonstrated expertise in managing complex wealth management portfolios and delivering strategic financial planning advice to sophisticated investors.

- Proven ability to lead and inspire large, diverse teams, fostering a culture of high performance, accountability, and professional growth.

- Exceptional communication and interpersonal skills, with the ability to influence C-suite executives and high-net-worth individuals through credible, data-backed insights.

- Strong analytical acumen to interpret market trends and translate them into actionable business development strategies.

- Ability to thrive in a fast-paced, on-site environment in Mumbai, maintaining high levels of adaptability and professional poise under pressure.

- A postgraduate degree in Management or Finance from a premier institute is highly preferred, complemented by a deep understanding of regulatory frameworks in asset management.