Vice President
3 weeks ago
Position: Vice President - Wealth Experience Required: 10-15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President - Wealth will be a senior leadership role responsible for driving the Wealth Management division's strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong expertise in wealth advisory, relationship management, investment solutions, and team leadership. The VP will play a pivotal role in enhancing the organisation's presence among HNI and UHNI investors while ensuring superior service delivery and compliance with industry standards. Key Responsibilities 1. Business Strategy & Growth Develop and execute strategic plans to scale the Wealth Management business. Identify new business opportunities, market trends, and potential segments to strengthen the firm's wealth footprint. Drive revenue growth by expanding the HNI/UHNI client base and improving product penetration. 2. Client Acquisition & Relationship Management Build and manage long-term relationships with HNI, UHNI, and corporate clients. Provide personalized wealth advisory services aligned with client goals, risk appetite, and financial needs. Conduct portfolio reviews, performance evaluations, and provide insights to ensure optimal client satisfaction. 3. Investment Advisory & Portfolio Management Guide clients on asset allocation strategies and recommend investment products such as mutual funds, PMS, AIF, fixed income, structured products, and insurance solutions. Oversee portfolio construction, risk profiling, and wealth planning activities. Stay updated with global and domestic market trends, regulatory changes, and financial instruments. 4. Team Leadership & Development Lead and mentor a team of relationship managers and wealth advisors. Set performance targets, monitor progress, and ensure the team delivers high-quality client service. Conduct training sessions on product knowledge, sales strategies, and compliance standards. 5. Compliance & Risk Management Ensure strict adherence to regulatory guidelines (SEBI, RBI, IRDAI, AMFI, etc.). Implement processes that minimize operational risks and ensure ethical business practices. Oversee documentation, KYC, onboarding, and audit requirements. 6. Collaboration & Stakeholder Management Work closely with product teams, research teams, and the investment desk to deliver superior solutions to clients. Collaborate with senior management to align business objectives and performance goals. Support partnerships with financial institutions, AMC partners, and external product providers. Required Qualifications & Skills MBA/PGDM in Finance, Wealth Management, or related field (preferred). Relevant certifications such as NISM, CFP, CFA (Level I/II), or other wealth-related credentials will be an added advantage. 10-15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services. Proven track record of managing HNI/UHNI clients and delivering revenue growth. Experience in leading teams and managing senior client relationships. Benefits: Competitive salary. Health insurance and wellness programs. Opportunities for professional development. Dynamic and inclusive work culture. Join our dynamic team at Creddinv Technologies as vice president -wealth and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to
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Vice President – Taxation
2 weeks ago
Mumbai, India Evoke HR Solutions Pvt. Ltd. Full timeJob Description: Sr.VP Vice President – TaxationExperience Required: 20 yearsIndustry: Big 4Education: Chartered Accountant (CA)About the RoleWe are seeking an accomplished and forward-looking Vice President – Taxation to lead and manage the complete tax function for our organization. The ideal candidate will bring deep expertise in both Direct and...
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Vice President – Taxation
2 weeks ago
Mumbai, India Evoke HR Solutions Pvt. Ltd. Full timeJob Description: Sr.VP Vice President – TaxationExperience Required: 20 yearsIndustry: Big 4Education: Chartered Accountant (CA)About the RoleWe are seeking an accomplished and forward-looking Vice President – Taxation to lead and manage the complete tax function for our organization. The ideal candidate will bring deep expertise in both Direct and...
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Vice President – Taxation
2 weeks ago
Mumbai, India Evoke HR Solutions Pvt. Ltd. Full timeJob Description: Sr.VP Vice President – Taxation Experience Required: 20 years Industry: Big 4 Education: Chartered Accountant (CA) About the Role We are seeking an accomplished and forward-looking Vice President – Taxation to lead and manage the complete tax function for our organization. The ideal candidate will bring deep expertise in both Direct and...
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Associate Vice President
2 weeks ago
Mumbai, Maharashtra, India TATA AIG General Insurance Company Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per yearWe're Hiring: Associate Vice President - Marine Location: Mumbai Company: TATA AIG Department: Marine InsuranceAre you a seasoned Marine Underwriter with strong leadership skills? We're seeking an Associate Vice President – Marine to lead and inspire our marine underwriting team, driving strategic growth and excellence in risk management. Role OverviewAs...
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Associate Vice President
2 weeks ago
Mumbai, Maharashtra, India Tata AIG General Insurance Company Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWere Hiring: Associate Vice President - Marine Location: Mumbai Company: TATA AIG Department: Marine Insurance Are you a seasoned Marine Underwriter with strong leadership skills? We're seeking an Associate Vice President – Marine to lead and inspire our marine underwriting team, driving strategic growth and excellence in risk management. Role OverviewAs...
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Vice President
2 weeks ago
Mumbai, Maharashtra, India Premier Consultants Full time ₹ 15,00,000 - ₹ 30,00,000 per yearThis is regarding opening with a leading Pvt Bank as a Vice President -Debt Syndication - Offshore Business -MumbaiDesignation: Vice President -Debt Syndication - Offshore Business (External commercial borrowing OR Foreign currency term loan)Experience: 10+ years of work experience in loan syndication in offshore business, Looking for candidate with Sound...
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Vice President
1 week ago
Mumbai, Maharashtra, India The Premier Consultants ( Recruitment Company ) Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per yearhis is regarding opening with a leading Pvt Bank as a Vice President External Commercial Borrowing)-MumbaiDesignation: Vice President -Debt Syndication - Offshore Business (External commercial borrowing OR Foreign currency term loan)Experience: 10+ years of work experience in loan syndication in offshore business, Looking for candidate with Sound knowledge...
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Associate Vice President
5 days ago
Mumbai, India Axience Full timeAbout AxienceAxience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clientsWe provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management...
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Associate Vice President
4 days ago
Mumbai, India Axience Full timeAbout AxienceAxience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clientsWe provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management...
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Associate Vice President
3 days ago
Mumbai, India Axience Full timeAbout AxienceAxience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clientsWe provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management...
