Senior Vice President of Wealth Management
5 days ago
Urgent Mandate for a well reputed NBFC for Mumbai location. S/VP-Wealth Management (Individual/Playing captain both available) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 80 LPA Operation, analytics, backoffice experience candidates please do not apply for this role. Its a purely wealth product sales role. Email: rupam@thehrgallery.com 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, and leading a small team of wealth managers/relationship managers. 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). Playing Captain – Team Leadership Lead, coach, and mentor a team of wealth managers/relationship managers to enhance productivity and client acquisition. Drive a performance-oriented culture based on high-quality client advisory. Support team members during client meetings on large/strategic deals, helping them close high-value business. 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.
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Vice President – Wealth
22 hours ago
mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment 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...
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Vice President – Wealth
22 hours ago
Mumbai, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment 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...
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Vice President – Wealth
17 hours ago
Mumbai, India Creddinv Full timePosition: 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...
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SMIFS - Vice President - Wealth Management
4 weeks ago
Mumbai, India Smifs Limited Full timeVice President - Wealth Management Description: SMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPOs, FPOs). With pan India presence, the companys core strength...
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Vice President of Wealth Management
4 days ago
Mumbai, Maharashtra, India SMIFS LIMITED Full time ₹ 8,00,000 - ₹ 24,00,000 per yearCompany DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution (Mutual Fund, IPO's, FPO's). With pan India presence, the company's core strength lies in its Research &...
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Senior Vice President of Wealth Management
5 days ago
Mumbai, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Mumbai location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAOperation, analytics, backoffice experience candidates please do not apply for...
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Senior Vice President of Wealth Management
5 days ago
Mumbai, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Mumbai location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAOperation, analytics, backoffice experience candidates please do not apply for...
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Senior Vice President of Wealth Management
5 days ago
mumbai, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Mumbai location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAOperation, analytics, backoffice experience candidates please do not apply for...
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Senior Vice President of Wealth Management
4 days ago
Mumbai, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Mumbai location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAOperation, analytics, backoffice experience candidates please do not apply for...
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Senior Vice President of Wealth Management
4 days ago
Mumbai, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Mumbai location.S/VP-Wealth Management (Individual/Playing captain both available)Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome.CTC: Up to 80 LPAOperation, analytics, backoffice experience candidates please do not apply for...
