Senior Vice President of Wealth Management

4 days ago

Greater Delhi Area, India Banking and NBFC job Full time

Urgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 45 LPA Its a pure sales role of wealth products hence Operation, research, Risk Management, analytics, back office experience candidates please do not apply for this role. Candidates from sales in reputed banks & NBFC (Wealth Management) are welcome. Email: Role Overview The Senior Vice President – Private Wealth Management will be responsible for driving the wealth business in the region by managing key HNI/UHNI client relationships, acquiring new high-value clients. The role is a combination of strategic leadership and active business generation — ideal for a hands-on leader who leads from the front. Key Responsibilities Business Development & Client Acquisition Acquire and manage HNI/UHNI clients and family offices, ensuring strong wallet share and long-term relationship curation. Proactively generate leads through networking, existing client referrals, market intelligence, and partnerships with internal teams (Loans, Investment Banking, Corporate Relations, etc.). Responsible for achieving revenue and AUM targets for wealth management products (mutual funds, PMS, AIFs, bonds, structured products, deposits). Client Relationship Management Act as a trusted financial advisor to clients, providing customized investment solutions basis risk profile, market trends, and asset allocation strategies. Conduct regular portfolio reviews, performance updates, and market insights. Ensure compliance, documentation accuracy, and adherence to internal and regulatory guidelines (RBI, SEBI, AMFI). Drive a performance-oriented culture based on high-quality client advisory. Strategic Contribution Develop and execute regional wealth business strategy and growth roadmap. Strengthen cross-selling by leveraging NBFC ecosystem (Loan against Securities, Structured Credit, Corporate Finance). Provide market insights and competitive intelligence to senior management. Key Skills & Competencies Strong understanding of investment and wealth management products (MF, PMS, AIF, Bonds, Structured Products, Insurance). Ability to handle complex investment needs of HNI/UHNI clients. Excellent networking, negotiation, and closure ability. Leadership with hands-on approach — “lead by example” mindset. Education & Experience MBA/PGDM in Finance/Wealth Management or relevant qualification. Minimum 10–15+ years of experience in Private Banking / Wealth Management with consistent track record of HNI/UHNI acquisition. NISM certifications as per regulatory requirement.

  • Senior Vice President of Wealth Management

    4 days ago

    Greater Delhi Area, India Banking and NBFC job Full time

    Urgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 45 LPA Its a pure sales role of wealth products hence Operation, research,...

  • Senior Vice President of Wealth Management

    4 days ago

    Greater Delhi Area, India Banking and NBFC job Full time

    Urgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred)S/VP-Wealth Management (Individual role)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 45 LPAIts a pure sales role of wealth products hence Operation, research, Risk...

  • Vice President – Wealth

    3 weeks ago

    Delhi, India Creddinv Full time

    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...

  • Vice President – Wealth

    3 weeks ago

    New Delhi, India Creddinv Full time

    Position: Vice President – WealthExperience Required: 10–15 YearsLocation: MumbaiEmployment Type: Full-TimeAbout the RoleThe 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...

  • Vice President – Wealth

    3 weeks ago

    Delhi, India Creddinv Full time

    Position:Vice President – WealthExperience Required:10–15 YearsLocation:MumbaiEmployment Type:Full-TimeAbout the RoleThe 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...

  • Vice President – Wealth

    3 weeks ago

    New Delhi, India Creddinv Full time

    Position:Vice President – Wealth Experience Required:10–15 Years Location:Mumbai Employment Type:Full-TimeAbout 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...

  • Senior Vice President of Wealth Management

    4 days ago

    Greater Kailash, India Banking and NBFC job Full time

    Urgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 45 LPA Its a pure sales role of wealth products hence Operation, research,...

  • Senior Vice President of Wealth Management

    4 days ago

    Greater Kailash, India Banking and NBFC job Full time

    Urgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred)S/VP-Wealth Management (Individual role)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 45 LPAIts a pure sales role of wealth products hence Operation, research, Risk...

  • Senior Vice President of Wealth Management

    4 days ago

    Greater Kailash, India Banking and NBFC job Full time

    Urgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred)S/VP-Wealth Management (Individual role)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 45 LPAIts a pure sales role of wealth products hence Operation, research, Risk...

  • Senior Vice President of Wealth Management

    4 days ago

    delhi, India Banking and NBFC job Full time

    Urgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred)S/VP-Wealth Management (Individual role)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 45 LPAIts a pure sales role of wealth products hence Operation, research, Risk...