Head of Sales- Wealth Management
3 days ago
The Company: We are building one of India’s first **AI-first, Agentic Wealth Management Platforms** — a system designed to reimagine how Relationship Managers, clients, and technology collaborate to deliver personalized financial advice at scale. Our vision is to merge deep financial expertise with the power of AI, data engineering, and modular SaaS tools. This platform will empower RMs and clients with real-time intelligence, automation, and conversational interfaces, anchored on a data lake that integrates mutual funds, PMS, AIF, insurance, and alternate asset data. Candidate Profile MBA from a leading Institute • 15+ years in affluent wealth Management of which 5 years in leadership / Regional Head role • Strong networks at leading firms • Proven RM team scaling capability • Revenue, hiring, culture, and productivity for all RM cohorts. Job Role 1. Sales Channel development Build and manage a strong, Tech Savy Sales Team (Relationship Managers and Team Leads) Create and Develop B2B and B2C sales channels Drive revenue through direct and indirect channels Develop effective and efficient Sales processes 2. Revenue and P&L Set sales and accounts targets Set revenue targets and deliver against it Responsible for Sales P &L 3. Team Management Build and manage a strong, Tech Savvy Sales Team (Relationship Managers and Team Leads) Build a world class collaborative Culture and winning mentality Work with L &D to create and implement training and capability development plans 4. Leadership Collaboration Work with Management to agree and achieve annual targets Assist management in developing a sustainable business and growth plan Work with Product teams to create cutting edge solutions and products Compensation: Highly competitive with the best in the industry
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Wealth Manager
3 days ago
bangalore, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few, and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Leadership - Wealth Management
4 weeks ago
Bangalore Division, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟 Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This...
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bangalore, India client of mancer Full timeJob Description: Head of Wealth & Investment Management OperationsRole OverviewThe Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and...
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Wealth Head
4 days ago
bangalore, India Leading Bank with 700 + Branches Full time📢 Hiring | Wealth Head – AVP Location: Bangalore CTC: Up to ₹18 LPAA leading private sector bank is hiring a Wealth Head – AVP to lead and manage a Wealth Management team and drive business growth.Role Highlights:Lead & manage a team of Wealth / Relationship ManagersHandle high-value (HNI) client relationshipsDrive sales, cross-sell & revenue...
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bangalore, India client of mancer Full timeJob Description: Head of Wealth & Investment Management Operations Role Overview The Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and...
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Wealth Manager
1 week ago
bangalore, India equentis Full timeLocation: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the client’s investing goals • Interact with potential customers with...
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Client Engagement
1 week ago
bangalore, India Mentor Wealth Full timeLocation: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement...
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Client Engagement
1 week ago
bangalore, India Mentor Wealth Full timeLocation: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement...
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Client Engagement
2 weeks ago
Bangalore, India Mentor Wealth Full timeLocation: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement...
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Client Engagement
2 weeks ago
bangalore, India Mentor Wealth Full time📍 Location: Bengaluru🏢 Company: Mentor WealthAbout Mentor WealthFor 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand.About the RoleWe are looking for a sharp, energetic Client...
