Vice President

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