
Financial Leadership Manager
3 days ago
Job Opportunity:
Lead our Wealth Management team in Bangalore as a Senior Vice President.
The ideal candidate will have a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.
Key Responsibilities:- Client Acquisition & Relationship Management: Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
- Wealth Advisory & Solutions: Advise clients on investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
- Business Growth & Revenue Generation: Achieve AUM and revenue targets through focused client acquisition and wallet-share expansion.
- Compliance & Risk Management: Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
Desired Candidate Profile:
- Post Graduate/MBA/CA/CFA preferred.
- 12–18 years of experience in Wealth Management/Private Banking.
- Proven individual contributor track record of managing HNI/UHNI client portfolios.
Required Skills:
- HNI/UHNI Client Acquisition & Retention.
- Investment & Wealth Advisory Expertise.
- Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products).
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